Macrovue's Social Media Global Portfolio

A portfolio of ten stocks – rigorously analysed and researched – that we think are best poised to profit from the rise and rise of social media.

Macrovue’s Global Social Media 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.

Why invest in Global Social Media Portfolio?

The number of internet users around the world is growing by 10% per annum. The number of social media users around the world is growing at 21% per annum – at double the rate.

Social media is completely changing how people interact and how people connect. 37% of the world’s people are now connected to one another on social media. An incredible number considering the social media phenomenon is relatively new. Companies like Facebook, WhatsApp, Instagram, Twitter didn’t exist 20 years ago and today, they dominate the global means of communication.

Australian investors who see this trend and share the view that it will continue for a long time to come, need to ask themselves a key question: which companies will thrive within the sector and which companies will thrive because of it? The next question, of course, is how to invest in them.

Find out which 10 globally listed companies were hand-picked by experts for Macrovue’s Social Media stock portfolio to make investing in global shares easy for you.


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.

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