Ben Needham

Ben Needham, a portfolio manager at Ninety One Asset Management specializing in travel and IT infrastructure, dives into Amadeus—an essential player in global travel technology. He reveals how Amadeus built its market dominance and tackles common investor misconceptions. The discussion touches on Air IT outsourcing, the impact of AI, and the competitive edge Amadeus holds over rivals like Sabre. Ben also shares insights on Amadeus's financial resilience, growth potential in hotel tech, and the importance of maintaining strong relationships within the travel ecosystem.