SAN FRANCISCO, October 1, 2018 PIER 88 Investment Partners, an independent boutique asset management firm is pleased to announce that Sean J. Aurigemma has joined the firm as Partner & Portfolio Manager. In that role, he will serve alongside Frank Timons CEO and CIO for both the firm’s flagship equity and convertible bond strategies. “I […]
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Crowded Trades in Technology
Much has been written in the media describing the strong momentum behind mega cap technology stocks. In this paper, we dissect some of the contributors underlying this momentum, while also suggesting theremay be better long-term risk/reward opportunities in other areas of technology. We attribute much of the performance for these names to strong fundamentals, asset […]