ABOUT
The Technology sector covers a wide spectrum of companies within the technology, media, and telecommunication spaces, with the majority of emphasis being placed on internet, gaming, hardware, software, and semiconductor companies. The group maintains IAC’s thesis of focusing on long-term value investing, while exploring opportunities for growth and innovation. Current holdings within the sector include mature companies like Apple, Microsoft, and Oracle, but we also enjoy monitoring younger less-established companies that have the potential to disrupt industries and turn a profitability.
Portfolio Manager: James Ergood