Unpacking the impact of software holdings – WHEB

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Are software companies impactful and do they solve sustainability problems? In this article, WHEB Senior Analyst Ben Kluftinger probes their software holdings for their impact.

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Unpacking the impact of software holdings – WHEB

What is there not to like about software companies? They tend to operate at high margins, benefit from astonishing operational leverage and run a negative working capital position, since customers tend to pay upfront.

Only members with restricted access (ie. academics, asset owners, government and regulatory, independent advisers/trustees and sponsoring employers) can view this article. Please login or join to view.

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