The current state and future potential of the tech sector

17th May 2018 | Eoin Treacy

Today we examine the importance of what’s happening outside the world of technology and how it can impact our portfolio.

You’ll see how shifting to subscription-based models has proven very fruitful for companies like Microsoft and Cisco.

I also highlight exciting developments within our biotech and commodity plays and how the future is looking bright despite all the recent negative sentiment out there.

I hope you enjoy this week’s update.

Until next time,

Eoin Treacy
Investment Director, Frontier Tech Investor

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