Growth Investing Series - Technology

Presented by

Ben Fitchew and Siobhan Fraile Ordonez

About this talk

The second episode of our Growth Investing Series features a podcast with Ben Fitchew, Portfolio Manager and lead analyst, Siobhan Fraile Ordonez, discussing growth opportunities in the technology sector, and in particular, the semiconductor sub-sector.
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Ardevora is a privately-owned, global equities asset management specialist established in 2010. Our purpose is to protect and grow our clients' assets over the long term. Our investment philosophy is built on understanding human behaviour, and the reasons why smart people make bad decisions.