For Institutional Investors in Australia

Global Technology and Innovation

With a disciplined portfolio construction process that seeks to optimize risk-adjusted returns in an asset class with rapid growth potential, this strategy takes a moderate approach to technology.



This global growth strategy invests in companies that create and benefit from advances in technology. We invest in companies we believe to be resilient and also take smaller positions in companies that have optionality – meaning large potential upside under a specific scenario. The strategy seeks to provide strong long-term returns with volatility characteristics on par with its peers.


Finding Growth Through Innovation

Technology is dramatically impacting every sector of the global economy. The strategy seeks to invest in growth companies driving this innovation or benefiting from advances in technology. Common characteristics of an investment include a culture of innovation, long-term focus and attractive relative valuation.

Dedicated Sector Experts

Our dedicated team of technology analysts is embedded deeply within the sector, approaching research as an industry participant. In this complex and rapidly growing sector, it is critical to have experienced investors working to evaluate the impact of disruptive technologies and actively aim to identify both winners and losers.

Deep and Disciplined

The Strategy takes a thoughtful approach to portfolio construction as the manager invests in companies believed to be resilient, as well as smaller positions in companies that have optionality – meaning large potential upside under a specific scenario. Through deep research and disciplined portfolio construction, the Strategy seeks to deliver strong, risk-adjusted returns over time.

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Denny Fish

Portfolio Manager | Research Analyst

Industry since 2004. Joined Firm in 2016.