How Addend Capital's Jethro Townsend is investing in the tech sector
CNBC's "Halftime Report" team breaks down how Jethro Townsend of Addend Capital Management is investing in tech. Tech has had a pretty incredible run, he says. We've had a huge spike from the bottom. We've been selectively buying, taking a more balanced approach. We've actually reduced our overall net exposure, although we've been constructive on Crowdstrike, buying the dips. We've also been keen on a couple value names, says Townsend.