At the start of the pandemic, investors flocked to tech companies in huge numbers after recognizing the importance of innovation to business continuity. HyunHo Sohn, Portfolio Manager of Fidelity Technology Innovators Fund, dives into where tech is going as economies begin to reopen in the second half of 2021. HyunHo says both the fund and the tech sector overall work in both growth and value. The overall fund and the overall tech index reached a new high in the first quarter of this year during the rotation out of growth and into value. HyunHo notes technology innovators are somewhat Covid proof since tech companies have benefited from an increase in demand for goods and services.  He also discusses interesting opportunities in technology noting that he is focusing on semiconductor businesses.

Recorded on July 16, 2021.

Transcript (PDF): https://www.fidelity.ca/cs/Satellite/doc/transcript-podcast-sohn-tech-2nd-half-16jul2021.pdf