The evolution of disruptive technology: from advertising to cryptocurrency, November 2021

The GAM Star Disruptive Growth fund looks for companies that are set to benefit from the disruption that the next wave of technological change will bring about. Manager Mark Hawtin joins us today to tell us more about the philosophy of the fund and the new “digital 4.0”. This interview covers: - the philosophy of the fund [0:23] - the advantages this strategy compared to a pure technology fund [1:31] - identifying themes and how they’ve evolved over the last decade [2:52] - why they sold Facebook after nearly a decade [4:37] - the “digitalisation of trust”, cryptocurrencies and blockchain solutions [6:32]
Published on 05/11/2021 11:44am