Roughly 30 T. Rowe Price portfolio managers and analysts recently traveled to Silicon Valley to meet with the top executives of many of the world’s leading technology firms-the latest in an annual series of visits going back over 15 years. This year’s trip happened against a backdrop of macroeconomic uncertainties and U.S.-China trade tensions, driven by a cycle that keeps defying “the rules.” Despite those forces, the powerful secular growth trends that we expect to create value in the technology sector remain intact. Technology continues to unlock capacity in every industry, creating disruption and deflation along the way.
The panel discussion will feature investment insights into next-generation semiconductors, new ways enterprises are embracing the cloud, and opportunities related to the power of artificial intelligence. Key insights include:
Portfolio Manager, Global Focused Growth Equity Strategy
David Eiswert is a portfolio manager in the U.S. Equity Division of T. Rowe Price. He is the portfolio manager for the Global Focused Growth Equity Strategy, a role he has held since October 1, 2012. Prior to his current role, Mr. Eiswert was the portfolio manager for the Global Technology Strategy from October 2008 until May 2012. He was a technology analyst from 2003 until 2012. Mr. Eiswert is a vice president of T. Rowe Price Group, Inc.
Mr. Eiswert has 18 years of investment experience, 15 of which have been with T. Rowe Price. Prior to joining the firm in 2003, he was an analyst at Mellon Growth Advisors and Fidelity Management and Research. He also worked as a consultant in the communications industry.
Mr. Eiswert earned a B.A., summa cum laude, in economics and political science from St. Mary's College of Maryland and an M.A. in economics from the University of Maryland, College Park. He also has earned the Chartered Financial Analyst designation.
Portfolio Manager, Global Techonlogy Equity Strategy
Alan Tu is a portfolio manager in the U.S. Equity Division of T. Rowe Price. He is president of the Investment Advisory Committee of the Global Technology Equity Strategy. Previously, he was an investment analyst following software companies in the technology sector. Mr. Tu is a vice president and an Investment Advisory Committee member of the U.S. Small Cap Growth and Science & Technology Strategies. He is a vice president of T. Rowe Price Group, Inc.
Mr. Tu has seven years investment experience, five of which have been with T. Rowe Price. He joined the firm in 2014 after serving as a summer intern with T. Rowe Price in 2013, covering broadcast TV companies. Previously, Mr. Tu was an analyst at Ananda Capital Management, where he conducted analyses of small-cap Chinese and U.S. equities, and a valuation associate at Huron Consulting Group.
Mr. Tu earned a B.S., summa cum laude, in business administration from the University of California-Berkeley and an M.B.A., with honors, from the University of Chicago Booth School of Business. Mr. Tu also has earned the Chartered Financial Analyst designation.
Jennifer O'Hara Martin
Portfolio Specialist, Global Equity Division
Jennifer O'Hara Martin is a portfolio specialist in the U.S. Equity Division of T. Rowe Price and is a member of the U.S. Structured Research Equity Strategy portfolio oversight team and Global Technology Equity Strategy team. Ms. O'Hara Martin is a vice president of T. Rowe Price Group, Inc.
Ms. O'Hara Martin has 22 years of investment experience, 13 of which have been at T. Rowe Price. She joined the firm in 2005 as an equity research analyst covering food retailing and discount stores and had portfolio management responsibilities in the firm's U.S. Structured Research Equity Strategy. Prior to joining T. Rowe Price, she was an equity research analyst at Northern Trust, following telecommunications and business services companies. Ms. O'Hara Martin was also employed by Merrill Lynch, where she worked as an investment banking analyst.
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