- IXN invests in tech stocks around the world, albeit with a significant allocation to U.S. stocks.
- The fund is, on the balance of probabilities, probably undervalued after the global equity market rout this year.
- The fund's underlying portfolio generates a high return on equity, and based on reasonable earnings growth estimates, upside potential is strong.
- While recession risks and anxieties are present, I would still rather own growth stocks than value stocks right now.
For further details see:
IXN: Global Technology Stocks Offer Upside Potential At Present Prices