ABOUT THIS PORTFOLIO
This global growth Portfolio 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 Portfolio seeks to provide strong long-term returns with volatility characteristics on par with its peers.
WHY INVEST
Dedicated technology experts
Analysts approach research as industry participants, evaluating disruptive technologies and actively aiming to find winners and losers.
Investing in innovation
We seek companies driving innovation or benefiting from advances in technology while avoiding companies struggling to adapt in this disruptive environment.
Balance of resilience and optionality
Our Portfolio construction approach seeks companies we believe to be resilient as well as smaller positions in companies that have optionality.
