A deeper dive into Antipodes Partners' technology exposures

Presented by

Graham Hay, Deputy Portfolio Manager, Antipodes Partners

About this talk

During this short webinar Graham Hay, Deputy Portfolio Manager at Antipodes Partners, will discuss: - Enterprise – The Empire Strikes Back - Internet – Runways for growth - Consumer – Roads less travelled

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Antipodes Partners is a pragmatic value manager of global and Asian equities (long only and long-short). We aspire to grow client wealth ahead of the broad market over the investment cycle without subjecting capital to undue levels of risk. We take advantage of the market’s tendency for irrational extrapolation around changes in the operating environment, identify great businesses that are not valued as such and build high conviction portfolios.