The technology sector has developed strongly in the last decade. Technology and innovation are central for us in order to be able to solve challenges around sustainability, the environment and welfare.
An investment in the fund gives you a broad focus on global, market-leading technology companies. The fund's managers invest in technology companies based on 4 to 5 major technology trends and currently, the fund is exposed to gaming, software, marketplaces and semiconductors.
The goal is to create opportunities for a good risk-adjusted return through the management team's area expertise and fundamental stock analysis.
For any enquiries please contact email@example.com
We are investing in the undisputable number ones – the best products and services according to the customers. From our years of experience and network of industry experts, we select the leading companies in each theme. Key is to understand which product the consumers/corporates prefer and why. We also like to test the product ourselves and talk to clients using the products.
We identify secular growth themes within the tech ecosystem and invest in the market leaders. With our deep sector knowledge, stellar track record and vast industry network, we invest in software, marketplaces, digital entertainment and fintech. Within these subsectors we select the themes we believe are the most interesting in terms of potential size and growth over the next 3-5 years.
Our selective portfolio includes 25-30 holdings where we keep high exposure to the best-performing companies. We focus on long-term value creation, We do not invest in companies losing market share or where competitors have a better product. If portfolio companies show signs of weakness in terms of customer offering, we are quick to exit the position.
Investing in mutual funds always involves a risk. Historical returns are not an indicator of future returns. Investors may lose part or all of the invested amount. Information on this website should not be seen as anything else than information about the fund.
GP Bullhound Asset Management Ltd is authorised and regulated by FCA