The four British 'value' funds to buy if tech stocks keep tumbling Businesses that have struggled during the pandemic are expected to soar in the recovery Technology firms have been hit by higher inflation fears The "great rotation" away from high-growth companies to "value" stocks shows no signs of abating, so how can investors profit from the shift? Telegraph Money has identified four British funds best placed to capitalise on the move away from the dominance of American technology stocks as markets begin adjusting to a return to more normal economic cycles. Expectations of a resurgent economy, which in turn should bring higher inflation and rising interest rates, has dented the valuations of technology firms – typically calculated by using future earnings, discounted to the current level of interest rates. With higher interest rates, these earnings become less valuable.