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Boutique CIO names top stocks taking a bite out of FANGs

Veteran investor Bill Smead is eyeing tech opportunities that can thrive despite having their market position ‘demeaned’ by the much-hyped FANG stocks.

Smead, who is CEO and CIO of US boutique Smead Capital, previously criticised the so-called FANGs – Facebook, Amazon, Netflix and Google – as being overhyped, and he has shied away from technology in his flagship fund, Smead US Value Ucits.

However, he said he is looking to up exposure to one long-standing name as he believes it has retained a unique edge over the fast-growing competition.

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