Wealth Manager Q&A: Piper of Collins Stewart likes technology stocks

Mark Piper leads the fund selection committee of Collins Stewart Wealth Management. He tells The Wall Street Journal why he likes technology stocks.

We like the sector and believe that as global economic growth recovers the sector will perform strongly. Technology companies have changed since the bubble of the late 1990s and currently many of them offer good value. Also, since the beginning of last year, technology stocks have outperformed the big global indices.

We see the potential this year for further gains relative to the indices. There has been a big reduction of the number of dedicated technology funds in the last ten years, as investors became wary of the sector. Many funds have also converted into more generalized global equity funds. This should help with fund section for the sector.

Given this, we like Henderson Global Investors Ltd's Global Technology Fund, which has a large-cap basis, and Polar Capital Partners' Technology Fund, which has more of a mid- and small-cap bias in its portfolio. The two funds in combination should prove to be a good mix.

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