Tech Stocks Hit Hard in Selloffs, What's Next?

The transcript discusses the volatility and valuation of tech stocks, particularly small and mid-cap companies. It highlights the challenges of timing the market and suggests a long-term investment strategy. The importance of aligning with long-term investors is emphasized, along with the shift from growth to value investing. Criteria for identifying value in tech stocks, such as high free cash flow yield and sustained growth, are also discussed.

What challenges do investors face when trying to raise capital for a fund focused on tech stocks?

How has the perception of value investing changed in the current market compared to the previous year?