Companies that have embraced technology to improve their productivity – and that of their customers – have a significant advantage over those companies that have stuck to their legacy business models and failed to innovate. In this video, portfolio manager Jeremiah Buckley explains why this differentiation between digital innovators and laggards creates opportunities for investors.

Key takeaways:

• Technology allows companies across all industries to boost productivity, lower costs, tap into new markets and pursue new customers.
• Companies that have invested successfully in digital technologies have gained market share and are rapidly outpacing those companies that have failed to adapt.
• This differentiation creates opportunities for investors who focus on companies that are using technology to engage with customers.

Janus Henderson Investors makes no representation as to whether any illustration/example mentioned in this document is now or was ever held in any portfolio. Illustrations shown are for the limited purpose of highlighting specific elements of the research process. The examples are not intended to be a recommendation to buy or sell a security, or an indication of the holdings of any portfolio or an indication of performance for the subject company.