Moving from 'chaos' to 'tornado''

The Lombard Odier Infology fund invests in IT companies, including operators worldwide via an integrated fund management team of five who work with a scientific advisory panel of IT professionals. The advisory panel, or Scientific Advisory Board, works alongside the managers to identify first trends in the industry, and then to evaluate the risks and potential of products and services. Finally, it assesses the valuations and potential of individual companies. The fund uses an 'S-curve' methodology to assess the life cycle of successful IT-related products. The premise of this is that ...