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 Inception | 6/30/2018 |
| Strategy AUM | $39.6 Million as of 9/30/2025 |
| 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.
Available Vehicles
Investment Team
- Portfolio Managers
- Research Analysts
- Client Portfolio Manager
*Portfolio manager serves a dual role as both portfolio manager and research analyst.
