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Fundieâs bets on productivity pay off
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Equities are a front row seat to this centuryâs productivity boom, and itâs businesses like Atlassian, Trade Desk and ServiceNow that investor and former economist James White gravitates to as effortlessly as other managers might be drawn to megacaps Microsoft, Alphabet or SAP.
âBusinesses are being created at the moment that are the most profitable businesses in the history of man,â White says.
âYou think about something like Atlassian, and a lot of people are sceptical and so on, but effectively what theyâre doing is theyâre making it easier for people to do simple tasks.â