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WHITEPAPERS

Winning in the age of enterprise digital transformation

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In this whitepaper you will discover:

  • That not all structural trends are created equal
  • Companies which are successful ecosystem drivers
  • Dimensions which assist in seeking to identify long-term winning businesses
  • A structural trend accelerating as a result of COVID-19
SUBSCRIBE FOR FREE TO UNLOCK THIS WHITEPAPER

In this whitepaper you will discover:

  • That not all structural trends are created equal
  • Companies which are successful ecosystem drivers
  • Dimensions which assist in seeking to identify long-term winning businesses
  • A structural trend accelerating as a result of COVID-19

Winning in the age of enterprise digital transformation

COVID-19 has proved challenging for many investors, but the pandemic is also accelerating a long-term structural trend that presents significant investment opportunities – the digital transformation of enterprises.

Flashback a few months and it’s easy to see how this unfolded. Almost overnight, entire workforces began working remotely and demand for digital collaboration tools skyrocketed. Organisations with strong digital systems in place were better placed to adapt, while those that didn’t quickly realised they needed to upgrade their technology.

In this environment, technology companies that provide the established technology ecosystems other organisations need have become compelling opportunities for investors. These include companies from around the globe, such as Microsoft, Salesforce, SAP and Alibaba.

In our Winning in the age of enterprise digital transformation whitepaper, we look at digital transformation as a long-term, structural trend; the effect of digital disruption on traditional business models; and the types of businesses most likely to be successful.

The paper also discusses some key features of enterprise technology businesses that make them highly resilient and durable investments in most economic conditions. These include limited competition, the high cost of switching providers, access to valuable enterprise data and, in the case of subscription services, a highly predictable, recurring income.

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Andrew Macken is the Chief Investment Officer of the Montaka funds and the Montgomery Global funds. He established MGIM in 2015 in partnership with Montgomery.

This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.