Author: Ticker Magazine
123jump.com
Last Update: 12:02 PM EDT April 11 2007

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Ian Warmerdam		“Our global perspective provides us with various information advantages and investment opportunities. We may find similar companies trading at very different valuations purely because of their geographic location. We are able to find investment opportunities, which may be off the radar screen of our U.S.-based competition.”
		Henderson Global Technology Fund

To invest successfully in technology one has to have a global perspective. The technology sector is perhaps the most global in terms of both supply and demand. That’s why Ian Warmerdam, the manager of the Henderson Global Technology Fund, believes that the analysis of technology stocks cannot be done from a purely domestic perspective if you want to have the entire picture. The Fund stresses rigorous analysis, valuation and behavioral finance techniques in its bottom-up selection process.