Jay Welles

Managing Director of the Technology Group

Library » Tech Industry’s Long Run

September 28, 2020 | Market Commentary

The tech industry has been on an awe-inspiring run for several years now, and the sector’s dominance continues to be at the front of investors’ minds. Currently, there’s a lot of dialogue surrounding the mega-cap tech stocks, and their overwhelming market power. The top-ten contributors to the …


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Markets & Economy » Exponential Growth, Exponential Opportunity

October 30, 2019 | Investment Themes

The information age is upon us. Rapid advances in cloud computing, artificial intelligence, and more are just beginning to transform our lives and our economies. Supporting all these technologies is an ever-increasing demand on our hardware and capabilities. Every iPhone upgrade, wireless tower, …