Author: Ali Unwin, Chief Technology Officer & Fund Manager

  • Cloud Capex: digging the mout

    Cloud Capex: digging the mout

    The four major cloud computing companies (Google, Microsoft, Amazon and Facebook) have all posted very strong revenue growth for the first quarter of 2018. More interesting from a long-term perspective is the outsized (and to some degree unexpected) increases in capital expenditure that each company showed… Read more Investment Risks This Fund may have a…

  • Tech trends: Cybercrime and small caps

    Tech trends: Cybercrime and small caps

    Technology has been a driving force in equity markets over the last 12 months but the sector continues to divide investors. Watch Ali Unwin discuss what he believes are some of the most common misconceptions when it comes to investing in technology.