27.10.2018 16:00:00
|
C.J. Lawrence CEO Ranks Global Digital Transformation as Most Significant Growth Opportunity for Large Cap Investors
NEW YORK, Oct. 27, 2018 /PRNewswire-PRWeb/ -- Bernhard Koepp, CEO and portfolio manager at New York-based investment management boutique C.J. Lawrence, took the stage at the 2018 Advisors Asset Management (AAM) Summit in Chicago to discuss the significant and impending growth impact digital transformation will have on big cap investors over the next two decades.
In his presentation, "Growth Opportunities in the Digital Economy," Koepp takes a deep dive into how the world's most innovative companies are embracing three specific areas of digital transformation to create one of the most immense growth opportunities large cap managers have ever seen. Deemed the "ABCs of technology in the digital era," these categories include: artificial intelligence (A.I.), blockchain technology, and computing power.
"Since the Industrial Revolution, we've seen waves of innovation shift competitive forces across all industries – disruption is nothing new. But what is unprecedented is the rate of acceleration we've seen among companies using AI, quantum computing and blockchain," said Koepp. "These technologies exploit enormous sets of customer data, driving the growth of large companies at record speed. In fact, research tells us A.I.-driven organizations could potentially deliver additional economic output of around $13 trillion by 2030, boosting global GDP by about 1.2 percent per year . I refer to the leaders in this digital movement as 'Bulldogs.' When we identify these Bulldogs and build strategies anchored around their increased market share, we open the door to tremendous growth possibilities for large cap investors."
C.J. Lawrence recently launched version 3.0 of its flagship core growth equity product, "Bulldog Portfolio," a universe of about 200 stocks of companies that embody Bulldog characteristics – which include their propensity to protect and grow their market share and to focus on long-term returns. The portfolio was ranked in the Top 3 Best AAM unit investment trusts (UIT) sold to Merrill Lynch advisors in 2018.
Based on this presentation and his findings, Koepp will lead a webinar of the same title on Friday, October 26 at 2:00 p.m. EST. The one-hour webinar is open to the public, and those interested can register by visiting https://register.gotowebinar.com/register/7900526902094597378.
For more information about C.J. Lawrence or to inquire about Bulldog Portfolio, visit https://cjlawrence.com.
About C.J. Lawrence
C.J. Lawrence is a leading New York-based investment management boutique providing platinum level service and investment portfolio customization to individuals, families, foundations and institutions. With a legacy that dates back to 1864, C.J. Lawrence was re-launched in 2014 as an independent SEC registered investment advisor. The firm combines the talents of a highly experienced portfolio management team with an environment centered only on delivering optimal results for our clients.
SOURCE C.J. Lawrence
Wenn Sie mehr über das Thema Aktien erfahren wollen, finden Sie in unserem Ratgeber viele interessante Artikel dazu!
Jetzt informieren!