The 7investing Podcast Investing in Tech’s Critical Infrastructure with Sean O’Hara
Investors are already quite familiar with several of the biggest trends taking shape in the tech world. Artificial intelligence, autonomous vehicles, e-commerce, and digital streaming are huge movements that are attracting hundreds of billions of dollars all across the globe.
The companies who are leading these trends — such as Microsoft, Amazon, and Netflix — are also attracting hundreds of billions of dollars in their stock market valuations. Several growth-style investors who are intrigued by these trends might want to find smaller opportunities who haven’t already become the market’s largest companies.
But perhaps there is a less obvious and more creative way to invest in the world’s largest tech trends. And we reached out to an expert in the space to learn more.
Sean O’Hara is the President of Pacer ETFs, an ETF issuer with more than $5 billion of assets under management. His team is investing in the critical infrastructure that is crucial to support the developing tech trends, such as datacenter buildings and cellular tower operators. Several of these companies are organized as publicly-traded Real Estate Investment Trusts (“REITs”), and they’re benefiting from the exponential growth of data.
In an exclusive interview with 7investing, Sean describes “the four horsemen of the internet” and explains why 5G is such a big deal. He reveals who will be the largest beneficiaries of increasing cellular traffic, and what companies could be the hidden gems that are still off the radar of most investors.
Sean also describes several other ETF strategies, such as identifying “global cash cows” with high free cash flow yields and how his firm is investing in China. Sean and Simon also have some fun sharing thoughts about self-driving cars and how some companies represent Texas bovine.
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