Will FAANG’s leadership bite investors?


In a year noted by rampant market uncertainty and volatility, the leadership among mega-cap technology stocks has been one of the most consistent aspects of 2020. It seems that as the giant tech goes, so goes the market, triggering fears the group is overvalued. We share our thoughts on why we believe pockets of opportunity remain for active investors.

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Dan Hanson, CFA
Chief Investment Officer
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Brad Warden, CFA
Portfolio Manager
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