This global growth fund invests in companies that create and benefit from advances in technology. We invest in companies we believe to be resilient and smaller positions in companies that have optionality—meaning large potential upside under a specific scenario. This fund seeks to provide strong long-term returns with volatility characteristics on par with its peers.
Why consider the fund?
FINDING GROWTH THROUGH INNOVATION
Technology is dramatically impacting every sector of the global economy. The fund 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 fund takes a thoughtful approach to portfolio construction as the managers invest 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 fund seeks to deliver strong, risk-adjusted returns over time.