AvePoint, Inc. ( AVPT ) is a well positioned company in the data security industry, with good progress in its transition to SaaS and improved margins compared to previous years. Revenue growth comes primarily from usageI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock se ...