About

David Thomas is a large-cap tech investor and index developer. His focus is on the global technological businesses that are transforming the way we live and work, driving increased economic productivity. His macro themes are based on the ongoing transition from old tech into the new frontiers of maximising semiconductor power, and more recently, the fledgling artificial intelligence ecosystem. Ultimately David is value-orientated in his approach, preferring to take advantage of growth at value prices. His research is similarly orientated, identifying a clear discrepancy between price and value. David can be reached at northtechcapital.com.