Graeme Clark, portfolio manager in Janus Henderson’s Global Technology Team, discusses the significance of understanding and analysing where a company sits on the hype cycle when investing in tech for the long term, and how this forms an integral part of the team’s investment process.
Glossary: Navigating the hype cycle: identifying and understanding where an emerging technology is on the hype cycle (hype, adoption, maturity, social application phases), which helps to avoid areas of the market in the hype phase.
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