By Jenne Mannion The Sarasin Websar fund is taking a cautious view on the global technology sector b...
By Jenne Mannion The Sarasin Websar fund is taking a cautious view on the global technology sector by focusing on traditional companies using the internet to increase earnings. Cooper said: "This is not a technology fund, it is an e-commerce portfolio. E-commerce is the single most important factor influencing company profitability today. There are ways of capitalising on the strong growth in e-commerce without paying the excessive valuations associated with the more obvious technology companies." The fund is based on four themes. Two key themes are growth enhancement, which includes tra...
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