SYZ: Shifting gear in the disrupted car industry

Roberto Magnatantini, head of global equities at SYZ Asset Management, tells us where to look as the auto industry faces disruptive changes with the advent of the electric car. In Fund Strategy, he says that manufacturers of electronic car components are currently the most attractive investment. Roberto notes, however, that investing in traditional car manufacturers that offer competitive advantages and in industry disrupters like Tesla can still be rewarding.