Why Kauri Asset Management says cloud computing and transaction payments are hot?

Cloud computing and transaction/payments processing are areas of great interest to Michael Smith, CEO of Kauri Asset Management.

Kauri operates two portfolios, a yield and a growth fund. The latter holds stakes in technology based companies that many of us use on a daily basis.

Currently holding about 30% cash, the fund is increasing its positions in areas like cloud computing which it is tipping will play an greater role as businesses fast-track an environment where employees have the flexibility to work from home.

Transaction and payments processing is also an area Michael Smith says they are bullish on, with behavioural changes likely to see consumers embrace digital solutions, introducing the prospect of future innovation in this area.

I caught up with Michael to discuss his views, as outlined in a LiveWire article he penned recently.

You can cherry pick the subjects covered in the interview by hovering your mouse over the chapter markers on the play bar of the video, or simply watch the entire interview. The chapter subjects are also listed below. I started with why he believes technology will be a big driver for the future?

00:00 > Why do you believe technology will be a big driver for the future?

01:20 > What are some of the areas in biotech that excite you about the future?

02:47 > Why is cloud computing going to be so important in the future?

04:06 > How do you work out what is a good data centre business?

04:54 > Transaction payments and processing is the area that you see has large upside, why?

06:54 > Take us through the structure and stocks in the Kauri fund at present?

08:56 > What attracts you to Alibaba?

10:58 . What sector and specific stocks holds the most promise in your opinion?

DISCLAIMER AND IMPORTANT INFORMATION

I do not own shares in this company at the time of writing this post. I also do not accept any payment from this or any other company I cover. Nor is my interview or blog in any way a recommendation and should not be seen as a form of financial advice. Disruptive technology stocks should be considered very speculative, high-risk, and extremely volatile. There are significant risks inherent in developing new technologies that are not discussed here.