Access to Secular Growth Trends
The strategy focuses on growth opportunities in digital transformation and associated sub-themes, such as AI/machine learning, autonomy, electrification, security, cloud computing, IoT, and fintech.
Strategy Overview
Aims to achieve capital appreciation by investing at least two-thirds of its assets in equity securities of companies anywhere in the world that are expected to benefit from the development, advancement and use of technology.
Key Features
A Proven Investment Process
The investment approach combines bottom-up and top-down research. Managers begin with a high-level analysis of a particular sector, identify attractive sub-sectors and focuses research efforts on those segments before employing bottom-up analysis to identify the most attractive stocks.
Access to a Large Proprietary Research Team
The team leverages a large pool of investment professionals providing in-depth research of the technology sector and related industries. Additionally, they are located in San Mateo near the heart of the Silicon Valley.
