Stock Picking in Times of the Big Tech Boom

The U.S. stock and global market rally continues to be driven by the Big Tech stocks, with the ‘Magnificent Seven’ playing a key role in the performance of major indices, including the S&P 500 and MSCI World Index. A challenging environment for active stock pickers.

In this edition of our ChampionsCall, the experienced U.S. and global equity manager Montrusco Bolton will review this year’s market dynamics and share insights on how the strategies have navigated this tech-driven environment across both U.S. and global equities.

• How did Montrusco Bolton perform in this context?
• What impact did their investment style have on their results

Robert Hiscock, Assistant Portfolio Manager at Montrusco Bolton, shares key takeaways from 2024 and offers insights into how his team is positioning for 2025, aiming for outperformance across cycles.