- May 19, 2021
11:00 am - 12:00 pm
While the lifeblood within the Information Technology space has historically been driven by growth, value investors have seen success in recent memory. Over the last several years, growth performance has been led by large-cap software players, driven by cloud migration and the recent pandemic has accelerated a number of key secular trends. We explore whether this is sustainable and what to expect ahead. While many have viewed value investing within Information Technology as a fool’s game devoted strictly to old school names and low growth cyclical players, we look to de-bunk this myth.
Join members of CFRA’s Information Technology team as they discuss the current landscape of the sector and situations where they see opportunities for both growth and value investors.
During this session, we will discuss:
- Identify historical performance between growth/value and how sub-industries within Technology sector are constituted
- Learn when value investing does succeed in the Information Technology sector and how to avoid the pitfalls
- Understand growth investing in today’s market identifying key drivers and industries that support potential above-average returns
- Provide CFRA’s top Information Technology growth and value investment ideas