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Tech Investing: Hunting for Outperformance

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Manage episode 313346926 series 3267462
Content provided by McIntire School of Commerce, Peter Maillet, and McIntire Center for Global Commerce. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by McIntire School of Commerce, Peter Maillet, and McIntire Center for Global Commerce or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Qiao Ma – portfolio manager at Cooper Investors in Melbourne, Australia – discusses how she finds attractive investments in the ever-changing landscape of global technology. She explains how many of the most attractive stocks in her portfolio today are companies operating in traditional industries adopting technology innovation faster than their peers. Qiao shares with Prof. Maillet how she studies management team cultures and why founder-led companies can often outperform in the midst of industry disruption.

The views and opinions expressed on the Global Commerce Exchange podcast are those of the guests and do not necessarily reflect the official policy or position of the McIntire School of Commerce at the University of Virginia.

  continue reading

9 episodes

Artwork
iconShare
 
Manage episode 313346926 series 3267462
Content provided by McIntire School of Commerce, Peter Maillet, and McIntire Center for Global Commerce. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by McIntire School of Commerce, Peter Maillet, and McIntire Center for Global Commerce or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Qiao Ma – portfolio manager at Cooper Investors in Melbourne, Australia – discusses how she finds attractive investments in the ever-changing landscape of global technology. She explains how many of the most attractive stocks in her portfolio today are companies operating in traditional industries adopting technology innovation faster than their peers. Qiao shares with Prof. Maillet how she studies management team cultures and why founder-led companies can often outperform in the midst of industry disruption.

The views and opinions expressed on the Global Commerce Exchange podcast are those of the guests and do not necessarily reflect the official policy or position of the McIntire School of Commerce at the University of Virginia.

  continue reading

9 episodes

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