TMT Review

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In order to understand dynamics at the sector, subsector and firm level, we monitor relative valuation and share price performance throughout technology, media and telecom.  By tracking firms relative to their (cap-weighted) subsectors as well as subsectors relative to their sector and the broader market we are able to highlight high and low outliers, track variability in relative performance and steer our analysis to the most investable opportunities.  The full review capturing data at the company level is available here TMT.Sector Screen 12.22.11 and by e-mailing Gryboski@ssrllc.com or calling (203) 901-1621.