Portfolio Manager | Senior Investment Analyst, Technology, Media & Telecommunications
Erik Lindström
Covers technology, media and telecommunications for global growth portfolios.
Erik Lindström is a Portfolio Manager and Senior Investment Analyst for Technology, Media and Telecommunications at RVS Capital Management Inc. He leads sector equity research, security selection and portfolio management and contributes to global growth equity strategies.
His coverage spans software, semiconductors, internet platforms, digital infrastructure, data centers and communications services. He follows technological change, competitive dynamics, profitability and structural growth trends.
Through fundamental analysis, earnings forecasts, cash-flow research and valuation, he assesses technology companies' long-term growth potential and investment risks. Before joining RVS Capital, he was an equity analyst and senior investment analyst at U.S. and European asset managers and covered technology at a securities research firm. He began as a corporate financial analyst.
He has more than 15 years of experience in technology research, valuation and growth investing. He earned a master's degree in finance from the Stockholm School of Economics.
