Technology Sector: Expertise, Size And Reputation Are Its Best Assets

Investment Thesis

Big data, cloud, and security are three keywords you are not done hearing about. As we evolve through an era of consolidation, businesses grow larger every second. Managing growth is one thing but dealing with the enormous amount of data this growth is bringing inside each company is part of Herculean labors. Enterprise Information Management (EIM) systems have been developed to manage this issue, and OpenText happens to be one of the leaders in this emerging business. OTEX has developed a strong expertise in growth by acquisition. Each time it adds a new business, it increases its cross-selling opportunities.

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