Subtitles: Texted in Norwegian and translated using AI into Swedish, German and English. We disclaim any potential language errors in the translation. Select your preferred language or turn subtitles on/off by starting the video and clicking the speech bubble in the bottom right corner.
Disclaimer: The webinar covers the Norwegian fund DNB Technology in NOK. Although the strategy is identical, the numerical values will differ between this Norwegian fund and the international fund DNB Technology in EUR. We refer to the fund's fact sheet.
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In this webinar, you will meet our portfolio managers Marius Wennersten and Erling Haugan Kise in conversation with Marius Brun Haugen. They share insights on the fund’s performance, strategies, and future prospects within technology, media, and telecommunications.
Since the last update in March, the Nasdaq and S&P 500 indices have risen by over 15%, providing a significant tailwind for the technology sector. Wennersten and Kise emphasized that although the market has been favorable, it is still challenging to pick the right stocks.
A large part of the discussion revolved around how the fund adapts to political changes, especially with Donald Trump as president in the USA. The managers explained that while a Trump administration may lead to less regulatory pressure and lower taxes, which is positive for many companies in the portfolio, it also creates uncertainty that the market does not like.
Individual investments in the fund were also discussed, with the managers explaining their thinking behind these investments.
The fund focuses on long-term value and exposure to global cash flows within technology, media, and telecom. They carefully assess which companies will benefit from political changes but stick to their investment philosophy regardless of short-term fluctuations.
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