Van Dien Asset Management LLC specializes in analyzing and investing in the technology, media and telecom “TMT”sectors of the equity markets.  We believe that fundamental research, combined with active portfolio management, is essential to driving superior returns. 

Our extensive experience as both a money manager and TMT investment research analyst provides a strong foundation from which we analyze and construct equity portfolios.  We understand the technological challenges, the regulatory landscape and the competitive dynamics that serve as the backdrop for investing in the ever-changing TMT arena. 

Reasons why focussed TMT portfolios should be part of a comprehensive investment strategy include the following:

1.     A key driver of economic growth is innovation; the heart of any      technological company.
   

1.     Technology represents the largest sector within the S&P 500, with the greater TMT arena representing about one third of the S&P 500 Index.
   

1.     Technology companies have among the strongest balance sheets in the S&P 500, with 75% of technology companies having cash balances greater than debt, versus just 27% for the overall S&P 500. 
   

Please contact us to learn why your TMT assets should be managed by a dedicated professional at Van Dien Asset Management LLC.