Five Year Performer: Henderson's Stuart O'Gorman

The boom and bust saw plenty of technology managers achieve fleeting stardom, only to disappear into obscurity. Stuart O’Gorman, manager of the Henderson Technology fund has been one of the survivors. He now runs the largest vehicle in the sector at £340m. His focus on valuation and steady outperformance has enabled him to avoid the bear-traps of technology investing and he remains top quartile over five years. O’Gorman is guided by Moore’s law in his running of the fund. Gordon Moore, founder of Intel, said that every two years, semiconductors would either be half the size, half the cos...