Our team believes that:
Composite Inception | 43281 |
Strategy AUM | $31.9 Million as of 3/31/2025 |
Benchmark | MSCI ACWI Information Technology Index (Net of Taxes) |
Holdings Range | Typically 35 - 45 |
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.
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