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Opportunities in Global Tech

08/09/21

In this short interview, portfolio manager Etienne Vlok discusses global tech, along with his latest thoughts on Microsoft.

Etienne has been analysing Microsoft for over a decade, so there isn't much he doesn't know about this business. Microsoft remains exposed to several secular trends that we see playing out over the next several years, which is why it remains firmly entrenched at the top of the AIM portfolio.

To read more on Microsoft: A Very Good Business

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