Experienced management team
Technology experts who have seen multiple market cycles and multiple innovation waves (internet, mobile, etc.).
Investing in leaders
Tech is a ‘winner takes most’ market, we want to invest in the best, small and large.
Valuation discipline
Navigating the hype cycle to discover stocks with underappreciated earnings growth at reasonable valuations.
A high-conviction, bottom-up global technology strategy with a thematic overlay. It offers investors exposure to future technology leaders and secular growth themes, with a disciplined approach to valuation and adaptability through market cycles.