Global Tech, Global Opportunity: Off-Benchmark Portfolios curated by Technology Experts (EN)

This episode examines how global technology investing is evolving
in an environment defined by explosive AI adoption, rising
valuations and growing concerns about market concentration.
Marcel Oldenkott outlines how BIT Capital approaches
off‑benchmark portfolio construction, focusing on
under‑researched and structurally advantaged companies outside
the mega‑cap universe.


The discussion covers how to identify emerging leaders, how to
balance innovation exposure with risk management, and how
AI‑driven research tools can enhance traditional investment
processes. The session also highlights the interplay between
systematic strategies, macro insights and deep sector expertise —
offering a practical view of where the most attractive
opportunities may lie in 2026.


More podcast episodes and information: www.finanz-ch.ch
  Further information on participating
companies:

BIT Capital, https://www.bitcap.com


Disclaimer


DE: Der Inhalt dieser Folge dient der allgemeinen Information und
ist keine Empfehlung zum Kauf oder zur Veräusserung bestimmter
Finanzinstrumente. Alle Angaben sind ohne Gewähr und es handelt
sich nicht um Anlageberatung.


 


EN: The content of this episode is for general information
purposes only and does not constitute a recommendation to buy or
sell specific financial instruments. All information is provided
without guarantee and does not constitute investment advice.