Hedge Funds

The only constant is change in the tech sector


The miniaturisation of devices and the Amazonisation of retail companies are two themes Act II Capital is exploiting in its TMT specialist fund.

The consumer electronic industry is transforming as it goes through the Web 2.0 phase – which enables users to interact and collaborate with each other via the internet – interaction during the early stages of the web having been limited.

Everything is moving towards the mobile phone, according to Michael Didier (pictured), a partner at Act II Capital, who says the development of smartphones and tablets are cannibalising traditional PCs and phones.