In today's Information Age, the convergence of computing technologies, media content, and communication networks is increasingly evident. We believe that our deep familiarity with each of the various technology, media and telecom sub-sectors leads to informed insights across the entire TMT universe.
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:
Please contact us to learn why your TMT assets should be managed by a dedicated professional at Van Dien Asset Management LLC.
In today's Information Age, the convergence of computing technologies, media content, and communication networks is increasingly evident. We believe that our deep familiarity with each of the various TMT sub-sectors (i.e. advertising, broadcasting, cable distribution, wireless handsets, e-commerce, semiconductors, etc.) leads to informed insights across the entire TMT universe. Van Dien's investment manager, Kent Blair, has leveraged these synergies as a TMT analyst for nearly twenty years.
We also understand how the daily information flow affects the global equity markets. Armed with extensive relationships throughout the TMT investment field, we strive to not only stay current, but to also anticipate where fundamental change will take place. This ongoing process of information analysis should allow for superior investment decision-making and higher returns over various market cycles.
Kent Blair has more than twenty years of institutional buy-side investment experience as both a portfolio manager and an equity research analyst. For most of the past fifteen years Kent was the "TMT" (technology, media, telecom) equities research analyst for The Bank of New York, responsible for the convergence industries, including telecommunication services, media & entertainment, communications equipment, and the internet arena. His recommendations were broadly disseminated and followed across the Bank's asset management division, including institutional, wealth management and the mutual funds. His extensive experience covering these industries and others, has provided him a unique perspective in constructing and actively managing portfolios, using the due diligence and ongoing maintenance that fundamental research provides. Kent is a 1986 graduate of Bucknell University and holds the Chartered Financial Analyst designation.
Today's financial markets demonstrate the importance of having reliable evidence of your financial adviser's integrity, experience and commitment. Among the financial credentials that financial professionals may hold, none are more highly regarded than or more rigorously focussed on investment knowledge than the Chartered Financial Analyst designation.