We believe a combination of sector-leading growth, strong cash conversion and timely cyclical positioning support our positive view on the UK video gaming sector (henceforth UK gaming). Our stock-picking bias is towards companies with strong growth, profitability and cash conversion, consistent with our Arden Technology Thematic Framework. Considering company-level fundamentals we believe exposure to varying growth themes will produce dispersion, creating opportunities to identify relative wi
03 Sep 2019
UK Video Gaming – Level Up
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UK Video Gaming – Level Up
Frontier Developments Plc (FDEV:LON), 211 | Keywords Studios plc (KWS:LON), 1,182 | Team17 Group PLC (TM17:LON), 265
- Published:
03 Sep 2019 -
Author:
Kartik Swaminathan -
Pages:
97
We believe a combination of sector-leading growth, strong cash conversion and timely cyclical positioning support our positive view on the UK video gaming sector (henceforth UK gaming). Our stock-picking bias is towards companies with strong growth, profitability and cash conversion, consistent with our Arden Technology Thematic Framework. Considering company-level fundamentals we believe exposure to varying growth themes will produce dispersion, creating opportunities to identify relative wi