Themes help find winning stocks in historically cyclical semiconductor sector

“So, you have a lot of confusion and cyclical weakness, but that’s fantastic for us as a thematic investor. You’ve got time to do the work.” In Global Investment Megatrends, co-fund manager of Sarasin & Partner’s Thematic Global Equity fund, Jerry Thomas, discusses finding winners in the historically cyclical semiconductor sector and the value of thematic investing.

Link.

top