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Managers Of This Outperforming Tech Fund Say We’re Still In ‘Early Innings’ For Cloud: (JATAX)

FYI: The Janus Henderson Global Technology Fund’s astounding recent performance — up 10% this month through Friday — might give investors pause. But even as they acknowledge that stock valuations have risen considerably, Brad Slingerlend and Denny Fish, the fund’s co-managers, see a world of opportunity for further gains.
Regards,
Ted
https://www.marketwatch.com/story/managers-of-this-outperforming-tech-fund-say-were-still-in-early-innings-for-cloud-and-iot-2018-01-30/print

M* Snapshot JATAX:
http://www.morningstar.com/funds/XNAS/JATAX/quote.html
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