Hedge Funds

Tech veterans seek winners and losers in a new phase of creative destruction


GLG’s experienced TMT sector specialists, Philip Pearson and Anthony Burton, are pursuing a quasi-market neutral approach to exploit twin themes of creation and destruction throughout the technology world in a new phase of rapid innovation and virtual revolution driven by the smartphone and the tablet

Philip Pearson and Antony Burton
There cannot be many ‘industrial’ sectors that are experiencing more rapid growth and change than the technology industry.

At a company level, the sector’s biggest names – Apple, Facebook, Google and the rest – are constantly making headlines and presenting rich opportunities for a long/short equity manager, with stockmarket valuations and growth forecasts that are mind-boggling.

But the industry-wide innovation story is arguably even more interesting, and it is that story that is providing most of the investment ideas for Philip Pearson and Anthony Burton, the experienced managers of the