Is bigger always better?

About this episode

Mike Seidenberg discusses the potential of mid- and large-cap technology companies for long-term growth compared to mega-cap firms.

Despite the well-established dominance of mega-cap technology companies that play a key role in IT infrastructures, Portfolio Manager Mike Seidenberg talks to Cherry Reynard about the potential of the mid- and large-cap sector for long term growth. Mike delves into the complexities and limitations of mega-cap companies, making a compelling case for shifting the focus to mid- and large-caps, where opportunities for faster growth and innovation are often more abundant. Hosted on Acast. See acast.com/privacy for more information.

People in this episode

Host: Cherry Reynard

Guest: Mike Seidenberg

Topics covered

• technology companies
• mid-cap sector
• large-cap sector
• long term growth
• innovation
• investment strategies

Keywords

• mega-cap
• mid-cap
• large-cap
• technology
• investment
• growth
• innovation

Mentioned in this episode

Organizations: AllianzGI Investment Trusts

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