Die besten IT/Technologie Aktienfonds - Seite 2

Jeroen Brand, Portfolio Manager "ING (L) Invest New Technology Leaders P Cap" (16.09.2010): "Technology that drives change in the way we communicate (Apple, Facebook, Skype) and do business (Google, Autonomy).
Technology that drives efficiency/cost savings for companies (cloud computing, virtualization of desktops/applications)."

Karsten Stroh, Head of Portfoliomanager, "JPM Europe Technology A Dist EUR" (14.09.2010): "Our disciplined and transparent investment process seeks out the technology companies offering the most attractive value and growth characteristics. The factors that we consistently look at are P/E ratios, earnings growth, earnings momentum and price momentum."

e-fundresearch: "Welche wichtigen Trends im IT Sektor beobachten Sie aktuell?"

Mattia Nocera, Managing Director & CIO, "Vitruvius Growth Opportunities B USD" (15.09.2010): "A key trend is the ever increasing data bandwidth requirements as more sophisticated devices such as smartphones gain penetration and data usage rises, which will continue to benefit infrastructure providers amongst others. Additionally many technology companies have exhibited strong cash generation and this is likely to be increasingly put to work, via share buybacks and acquisitions, which we have increasingly been witnessing. Cloud computing, for example, is an area that remains quite diversified, with a number of companies ripe for consolidation – and additionally is a key growth trend in its own right.
On a more cyclical basis, corporate IT spending has passed through a depressed phase, with many projects having been put on hold in 2008. A recovery is now being encouraged by products such as Windows 7, which has become more established, and more radical developments such as the iPad which is taking increasing share of the notebook market, benefitting a range of specific companies."

Stuart O’Gorman und Ian Warmerdam, Fondsmanager des "Henderson HF Global Technology A2 USD" (14.09.2010): "A strong recent trend has been the Internet. We believe we are still in the early stages of how this relatively new medium is disrupting old business models and creating new business opportunity. For example, e-commerce and online advertising are two ways in which the Internet creates investment opportunities.
As regards e-commerce, despite the enormous success of companies such as Amazon, the opportunity has barely been scratched. Even in the US, one of the more mature Internet markets, e-commerce as a percentage of all retail spend is only 4%*. We strongly believe this percentage will increase significantly over time.