Tech, Media, and Telecom
About
This fund will cover investment opportunities in the technology, media, and telecommunications sector, generating investment theses based on directional trends affecting the TMT space, as well as value and catalyst-driven theses. Analysts will be exposed to a number of non-traditional valuation mechanisms, tailored to the unique nature of companies in this space such as total addressable market, customer lifetime value, and churn rates. Based on the rapidly evolving nature of these innovation-based industries, analysts in this fund will be expected to constantly provide industry coverage and will develop a highly specialized skillset in the world’s fastest growing industry. TMT Fund will have a significant educational component, with frequent lectures on a number of relevant topics, such as various tech industry verticals, venture capital, valuation, and more.
lectures
What is tech? Primer
Analyzing business models
Software (SaaS, Cloud, Cloud Computing)
Semis
Internet/Digital Media (Internet, Digital Media, Disruptive Tech, etc.)
Tech Services (Payment Processing, Outsourcing, Consulting)
Media/Entertainment
Hardware/Systems (Telecom, hardware, etc.)
Venture Capital
Tech Valuation (Metrics, SaaS Curve, Churn, MAU, LTV, TAM, DCF, etc.)
Current Trends/Future of Tech (5G, IoT, etc. - ex. Huawei, Nokia, etc.)
Current holdings
Fund Managers
Eric Chen, Alan Shaw, Alexander van Geenen, Tom Yan