3 reasons to consider this fund
Our Global Technology Equity fund invests in global technology companies and those firms enabled by technology, in particular those businesses positively impacted from change, innovation, and disruption.
1
Growth in a low growth world
We believe investing in a portfolio of technology companies offers investors an attractive opportunity to achieve growth over the long term regardless of the overall market environment. Technology is one area able to drive its own growth through innovation, new products, and product cycles as well as market share gains. In a low-growth world, this is where growth can be found.
2
Exposure to long term secular trends
We look to invest behind very durable, long runway investment themes in the portfolio. We believe that secular trends in areas such as e-commerce, cloud computing, big data, and artificial intelligence, many still in their relative infancy, should offer meaningful upside potential over the long term for quality technology companies exposed to these drivers.
3
Breadth and depth of our expertise
As a firm, we’ve been managing technology assets since 1987. A dedicated team of experienced technology analysts backed by our global research platform provides comprehensive coverage of both public and private markets, to better understand the future prospects of individual companies and invest on the right side of change.