December 20, 2018
There’s no question that the modern internet has dramatically transformed society and the business landscape since its inception in the 1990s. A brief look at the evolution of the internet illustrates why the ongoing digital revolution is increasingly disrupting legacy business models and creating exciting growth opportunities for innovative companies. From a historical perspective, we believe we are in what may be the most transformational period since the inception of the internet itself.
DAN CHUNG, CFAChief Executive OfficerChief Investment OfficerPortfolio Manager