RWC fund uses both long and short ideas to invest successfully in technology


For every success story in the technology sector there are numerous casualties, according to Priya Kodeeswaran from RWC Partners.

This year has seen returns on the UCITS-compliant RWC Global Growth Absolute Alpha fund being driven by a high level of stock picking alpha on both sides of the portfolio with the short book being a particularly strong contributor to recent returns, according to Kodeeswaran, who manages the fund..

As a result, Kodeeswaran (pictured) has scaled up his short positions in mid-March prior to corporate reporting season.

Strong contributions have also been generated from