Download the Replay

“By completing this form you agree to the processing of your personal information submitted through this form in accordance with CFRA’s Privacy Notice located at and the receipt of communications about CFRA and CFRA’s services.”

Technology Investing: Debating Growth vs. Value

Wednesday, May 19, 2021 11:00 AM EDT | 8:00 AM PDT | 4:00 PM BST

While the lifeblood within the Information Technology space has historically been driven by growth, value investors have seen success in recent memory. Over the last several years, growth performance has been led by large-cap software players, driven by cloud migration and the recent pandemic has accelerated a number of key secular trends. We explore whether this is sustainable and what to expect ahead. While many have viewed value investing within Information Technology as a fool’s game devoted strictly to old school names and low growth cyclical players, we look to de-bunk this myth.

During the webinar members of CFRA’s Information Technology team discussed the current landscape of the sector and situations where they see opportunities for both growth and value investors.

During the session, we discussed:

  • Identifying historical performance between growth/value and how sub-industries within Technology sector are constituted

  • Learned when value investing does succeed in the Information Technology sector and how to avoid the pitfalls

  • Understood growth investing in today’s market identifying key drivers and industries that support potential above-average returns     

  • Provided CFRA’s top Information Technology growth and value investment ideas 




Ken Leon

Moderator, Director of Equity Research, CFRA

Angelo Zino

Vice President of Equity Research, CFRA

David Holt

Senior Equity Analyst, CFRA.

John Freeman

Vice President of Equity Research, CFRA.

Keith Snyder

Industry Analyst, CFRA.



Download The free eBook