Macrovue's Internet of Things Global Portfolio

The Internet of Things (IoT) is much more than a buzzword. By some estimates, it will be the largest device market in the world, more than double the size of the smartphone, PC, tablet, connected car, and wearables markets combined within the next 3 years.

Connecting physical devices like appliances to the internet is just one application of IoT. Others include smart clothing, hospital management, enhanced surveillance, and connected lighting. By collecting data via sensors and other technologies, IoT has the potential to profoundly change the way we do things.

And it is not in the distant future. In 2008 there were already more “things” connected to the internet than people. By 2022, the market value of IoT is expected to reach US$196bn.

Australian investors who see this trend need to ask themselves a key question: which companies will benefit from and capitalise on the rapid growth of the IoT, and which will not? The next question, of course, is how to invest in those that will.

With that aim, we created the Macrovue Internet of Things portfolio. It’s a portfolio of ten stocks – rigorously analysed and researched – that we think are best poised to profit from the rapid growth of the Internet of Things.

Macrovue's Global Internet of Things Portfolio's Performance*

* Returns as of 31 August 2018. Past performance is not a reliable indicator of future performance. For full performance numbers and methodology, please click here.

Our investment team has selected 10 companies that are best placed to profit from the worldwide growth of the Internet of Things. To view the portfolio, create a free account.


Meet Macrovue's Investment Team

Clay Carter | Head of Investment Committee

Clay has 25+ years experience managing global equity portfolios. Most recently, he was Head of International Investments at Perennial Investment Partners. Previously, Clay managed investment portfolios at QBE, PM Capital, Legal and General Life of Australia, and AMP. He has developed alternative methods to traditional market analysis and portfolio management and regularly appears on CNBC Asia and Bloomberg TV.

Dev Sinha | Chief Investment Officer

Dev is the co-founder of Macrovue and leads the Equity Research and Product Development teams. He started his career as a quantitative analyst at Putnam Investments in Boston before moving to Singapore to join Bank of America Merrill Lynch. Dev has an MBA from The Fuqua School of Business, Duke University and an MS in Financial Engineering from Columbia University.

Dr. Sid Sahgal | COO

Sid brings almost 20 years of experience in finance and technology. He started his career at Honeywell Aerospace as a software engineer before moving to Bank of America Merrill Lynch in New York as a quantitative analyst. Before starting Macrovue, Sid was a lecturer at UNSW while completing his PhD in Finance. He also holds a Masters in Computational Finance from Carnegie Mellon University.