Digital is Eating the World: E-commerce, the Cloud, Autonomous Driving and What's Next

Summary:

Join Janus Henderson Portfolio Manager Doug Rao as he provides insight into companies that may benefit from digital disruption in their business models, and how this environment suits the Forty Fund, a concentrated, large growth fund that emphasizes Janus Henderson’s best wide-moat ideas – a stock picker’s portfolio.

In this webinar you will learn about:

• Moore’s Law and its important implication for future secular growth.
• A rapidly changing world influenced by technological trends.
• What’s next: artificial intelligence, autonomous driving and blockchain.

Speaker:

Douglas Rao

Forty Fund Portfolio Manager
Janus Henderson Investors

Doug Rao is a Portfolio Manager at Janus Henderson Investors, responsible for co-managing the Concentrated Growth and Concentrated All Cap Growth strategies. Before joining Janus in 2013, Mr. Rao had been a partner and portfolio manager at Chautauqua Capital since 2012. From 2005 to 2012, he held several positions while working for Marsico Capital, starting as an analyst and moving into a portfolio management role. Mr. Rao began managing the Marsico Flexible Capital strategy in 2007, and co-managing the Marsico Focus and the Marsico Growth strategies in 2010. Prior to his tenure at Marsico Capital, Mr. Rao was a senior analyst at Trust Company of the West from December 2000 to July 2005.

Mr. Rao received his bachelor of arts degree in history from the University of Virginia and his MBA from the University of California – Los Angeles. He has 20 years of financial industry experience.