Bloomberg Intelligence Technology Analyst Anurag Rana hosts Hg Senior Partner & Executive Chairman Nic Humphries to go over their view on notable disruptions in the overall software space and what exact aspects of companies they look for when making an investment. As head of the Saturn fund specializing in larger-capitalization companies, Nic stresses the importance of taking a longer term view on fundamentals and valuations especially in turbulent times. Additionally, we discuss the nuances of strategies revolving around smaller software companies when it comes to owning their niche and taking advantage of the differences in regulations between nations.