METV - Technology Investing: Volatility Valuations And Opportunity

• Markets have been exceptionally volatile since mid-November, as investors have digested the impacts of rising inflation, pending US Federal Reserve actions, the potential end of the COVID-19 crisis, and the tragic situation in Ukraine.
• In our strategy, we tend to emphasize higher-growth small- and mid-cap companies, which are earlier in their journey toward profitability.
• Longer term, we see significant opportunities across a range of themes, which range from artificial intelligence, machine learning and analytics to new commerce and digital customer engagement, to cyber security, electrification, autonomous technology, and more.

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