Riding the hype cycle

Professional investor Richard Clode picks three stocks from the exciting tech sector.

Each week, a professional investor tells us where he'd put his money.This week: Richard Clode, Janus Henderson Global Technology.

Technology is a disruptive, exciting sector, full of innovations with high-growth potential. However, this can easily lead investors to be over-exuberant in assessing the potential of these new technologies, with over-optimistic forecasts resulting in equally over-optimistic valuations. At Janus Henderson, we have a combined 60 years of investment experience behind us, so we have seen many new technologies come to market and ride the hype cycle''. We give our clients access to the most exciting areas of technology, but combine this with valuation discipline and a keen awareness of risk, with the goal of delivering consistently strong risk-adjusted returns over the long term.

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Richard Clode is a manager of the Janus Henderson Global Technology fund