Quarterly Update
The investment team recap this quarter.
(Note: Filmed in July 2026).
INVESTMENT OBJECTIVE
The investment objective of the Global Technology Fund is to seek long-term capital appreciation by investing in a globally diversified portfolio of technology-related companies. The Fund aims to take advantage of market trends internationally. The Fund takes a geographically diversified approach and operates within broad asset allocation ranges. There are no specified limits on the amounts that the Fund can or must invest in any geographical region or single country.
ABOUT THIS FUND
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.
WHY INVEST IN THIS FUND
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.
