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.

The views and opinions contained herein are those of Schroders’ investment teams and/or Economics Group, and do not necessarily represent Schroder Investment Management North America Inc.’s house views. These views are subject to change. This information is intended to be for information purposes only and it is not intended as promotional material in any respect.