And even though Intuitive Surgical robotic devices have been used 7.5 million times, most people have never heard of the company.

But despite it’s household name deficit, it has a market capitalisation of $80 billion at the time of writing.

Intuitive Surgical [NASDAQ:ISRG] was one of the first into the robotic surgery space, it is by no means an emerging tech business.

In our latest Fund Manager Conversation, Michael Smith of Kauri Asset Management explains why he’s invested in the Nasdaq listed business, the challenges it might face and how much more growth to expect. We also discuss Kauri’s holdings in Atlassian [ASX:TEAM] and Square Inc [NASDAQ:SQ]