William de Gale: Why invest in global technology?

<p>William de Gale is the founder of Blue Box Asset Management and lead manager of the Blue Box Global Technology Fund.</p><p>In this episode, William defines the opportunity in the global technology sector. We discuss the industry dynamics, disruptive themes and how he approaches picking stocks in the sector.</p><p>For further information on any of the topics discussed in the episode please head to <a href="http://www.blueboxfunds.com" rel="noopener noreferrer" target="_blank">www.blueboxfunds.com</a> or <a href="http://www.waverton.co.uk" rel="noopener noreferrer" target="_blank">www.waverton.co.uk</a></p><p>Connect on Linkedin</p><p><em>William de Gale - </em><a href="https://www.linkedin.com/in/william-de-gale-fca-cfa-a2692258/" rel="noopener noreferrer" target="_blank"><em>https://www.linkedin.com/in/william-de-gale-fca-cfa-a2692258/</em></a></p><p><em>Doug Barnett – </em><a href="https://www.linkedin.com/in/douglas-barnett-a475b820/" rel="noopener noreferrer" target="_blank">https://www.linkedin.com/in/douglas-barnett-a475b820/</a></p><p><em>This podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285.&nbsp;Authorised and Regulated by the Financial Conduct Authority.&nbsp;</em></p><p><em>The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording.&nbsp;This podcast should be used as a guide only is based on our current views of markets and is subject to change.</em></p><p><em>The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon.</em></p><p>