Equity

Technology Equity

Focused on consistently identifying disruptive leaders in and beyond the information technology sector to drive long-term capital appreciation 

Overview

Our team believes that:

  • Successful technology investing requires identifying companies early across a broad range of sectors and industries, whose differentiated innovation can sustain long-duration secular growth.
  • The convergence of disruptive trends, including big data, artificial intelligence, industrial automation, and virtual/augmented reality, is creating unprecedented investment opportunities.

Characteristics & Performance 

 

Composite Inception6/30/2018
Strategy AUM$49.4 Million as of 6/30/2026
BenchmarkMSCI ACWI Information Technology Index (Net of Taxes)
Holdings RangeTypically 35 - 45

Past performance does not guarantee future results. Inception of Technology Equity Composite: 6/30/18. Source: Jennison and MSCI. Gross of fee performance is presented before custodial and Jennison's actual advisory fees but after transaction costs. *Net of fee performance reflects the deduction of a model fee. It is net of transaction costs and is calculated based on the highest tier of the fee schedule in effect for the respective period (0.70%).

Characteristics are intended to provide a general illustration of the investment strategy and considerations used by Jennison in managing that strategy during normal market conditions and may change over time. Characteristics do not represent actual portfolio guidelines, which are negotiated with clients.

Performance results are calculated in US dollars and reflect reinvestment of dividends and other earnings. Periods greater than one year are annualized. Please refer to the GIPS presentation, which includes fee information and criteria for composite performance creation.

Available Vehicles

Institutional Separate Account

US Mutual Fund

Investment Team

Nick Rubinstein*

Managing Director

Eric Sartorius, CFA*

Managing Director

Owen Hyde, CFA

Managing Director

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Technology

Owuraka Koney, CFA

Managing Director

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Industrials/Consumer

Meagan Speight

Managing Director

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Consumer

Chris Garcia, CFA

Principal

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Technology

Zachary Gill, CFA

Managing Director

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Consumer/Internet

Anuj Parikh

Managing Director

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Technology

Kelly Thomas, CFA

Managing Director

Lauren Lucas, CFA

Principal

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Industrials/Consumer

Daniel J. Nichols

Managing Director

*Portfolio manager serves a dual role as both portfolio manager and research analyst.

Discuss Technology Opportunities

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