Differentiated Technology, Market Opportunity Key to Applications and Analytics Stocks
Bhavan Suri, Partner, Co-Group Head of the technology, media and communications sector, joined William Blair & Company, L.L.C. in 2007 and specializes in the IT services and enterprise software industries. Previously, he worked in venture capital and early-stage technology commercialization. Before joining the financial services industry, he co-founded and managed a Boston-based enterprise software company. Before that, Mr. Suri was a Director at Answerthink, an IT services firm that specialized in systems integration and enterprise software implementation. Mr. Suri won an award in the Financial Times/StarMine "World's Top Analysts" listing as the number one stock picker in IT services in 2010. He received a B.S. in physics from Brown University and an MBA from the Kellogg School of Management at Northwestern University. Profile
TWST: Let's start with a view of the categories you cover in the business application software services sector, and please share a brief look at the specific companies you focus on.