For institutional investors in the UK

Global Technology and Innovation

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

Overview

ABOUT THIS STRATEGY

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.

The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Past performance does not predict future returns.

Glossary

INVESTMENT APPROACH

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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PORTFOLIO MANAGEMENT

Denny Fish

Portfolio Manager | Research Analyst

Industry since 2004. Joined Firm in 2016.

Jonathan Cofsky, CFA

Portfolio Manager | Research Analyst

Industry since 2006. Joined Firm in 2014.