60 seconds with Jenny Jones on small-cap tech
Jenny Jones explains where she is finding mispriced growth opportunities in small-cap technology companies.
Previously technology investors focused a great deal on semi-conductors. But we believe optical systems are becoming increasingly relevant given the data services that are being built (for example, Amazon Web Services and Google).
We think there is a long-term trend in this segment, and in the small-cap market in particular there are some mis-priced growth opportunities.