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Bruce Liu – 5G, Edge Computing & the Cloud: Building the 'New Digital Economy'

Opto Sessions – Invest in the Next Big Idea

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WUJIS Portfolio Construction

The Blue Star 5G Communications Index was up 29.8% over the past 12 months compared to WUJIS 36.3%. So even to a product where you've tried to find something that offers the most similar exposure to the product, you still are vastly outperforming that index. In our case, and we look at the cycle perspective, we look at more on the things like 5G enabled. We don't say those opportunities in those particular industries.

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