Chanticleer
Why this $22b growth investor is still bullish on tech
Bradley Amoils is not alone in having a tough year, but he’s staying focused on four big trends: demographics, debt, deglobalisation and disruption.
Bradley Amoils is having a tough year.
The lead portfolio manager of Axiom Investors’ $US16 billion ($22 billion) global equity strategy, and the closely aligned Axion International Ethical fund operated by Pengana Capital, has a tech-heavy portfolio whose biggest holdings include Tesla (down 40 per cent year to date), Alphabet (down 19 per cent), Microsoft (down 20 per cent) and Danaher Corporation (down 16 per cent).
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