Jacob Asset Management
Commentary
The Power of the Platform: The Promise and Peril of Technology Investing
by Ryan Jacob of Jacob Asset Management,
Without question, technologys rapid development during the past 20 years has played an incredibly powerful and largely positive role in furthering the progress and productivity of modern economies throughout the world. Technologys track record as a profitable investment theme, however, is a bit cloudier.
Commentary
Economic Value Approach to ROIC May Unearth Hidden Value
by Team of Jacob Asset Management,
Equity mutual fund managers employ a wide variety of investing approaches in an attempt to outperform the market, but very few stand out from the crowd. The approaches that do work over the long term tend to be very distinctive, focusing consistently on a specific methodology that is executed regardless of the market environment.