Hi Lost/Iceland
It looks like Rajiv has also moved back into US tech stocks according to yesterday/today's AFR story on his comments at Tuesday's Morningstar Investment Conference. I am not sure if he started before release of Chat GPT which has driven renewed interest in big tech. Hope so.
https://www.copyright link/markets/...-is-very-bullish-on-us-stocks-20230523-p5dah9
If this does not open, try Googling
GQG into US tech stocks
(not holding GQG directly but indirectly through PAC)
Cheers Westwind
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