Portfolio manager HyunHo Sohn covers the technology landscape including, EV infrastructure, global trends and regulations in the tech industry. Overall, HyunHo believes that earnings are very strong across the board in technology. But within tech, HyunHo feels that there is a big dispersion between high valuation stocks and low valuation stocks. HyunHo discusses ESG technology as well. He believes the marketing in this sector is high and there are a lot of opportunities in this area. He invests a lot in the electric vehicle supply chain space. He also notes China is by far the most advanced in this area, but the US is not far behind.
Recorded on January 29, 2021.