At the 2024 Sohn London Conference, William de Gale, Co-Founder and Lead Portfolio Manager at Bluebox Asset Management, shared his unique perspective on the tech industry and highlighted Lam Research as a standout investment.
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Background and Investment Philosophy
With decades of experience as a tech portfolio manager at BlackRock, de Gale now manages a long-only fund focused on generating an 18% annualized net return. His approach emphasizes understanding industry dynamics and mental models over mere numerical analysis.
