Technology Fund
Vision & Strategy
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. A focus of the team currently is around AI and cloud, and EV and energy efficiency. We own the semiconductor building blocks enabling each of these themes, as well as the software businesses we think are likely to benefit.
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 publicfunds@gpbullhound.com
IDENTIFYING WINNING TRENDS
Global team identify trends based on proprietary research
Qualitatively and quantitatively select theme leader
Deeply understand customer preference, test and talk to other users
Investment theme allocation to counterbalance the portfolio risk
PORTFOLIO CONSTRUCTION
Long-term value creation, 3-5 year horizon
Concentrated portfolio, 25-30 companies
Risk minimization by focusing on fundamentally strong industry leaders
Remove companies on early signs of weakness
Constantly questioning our own assumptions
MONITORING & TRADING
Trading overlay and data collection
Proprietary research and models on holdings
We have a data-driven approach and track customers, competitors and holdings
We do not invest in companies losing market share or where competitors have better products
Investment details
Risk control
Holdings are large cap liquid names, reducing the risk of the portfolio
Portfolio includes 4 or 5 themes and thereby reduces the correlation between the assets
We focus on companies that have strong balance sheets
We use two different models for risk based on Beta and VAR, adjusted daily
Historically clearly lower draw downs and standard deviation than Nasdaq
External data point checks ahead of every quarter to check performance of the company relative to expectations
Investment details
Portfolio construction
We try to find the winners of a theme and invest for a 3-5 years horizon
Trading overlay if needed “weak quarter”
We do our own research and build our own models on our holdings
We buy and hold companies where we have a more positive view on the coming years then the market
We track customers, competitors and holdings on a daily basis
GP. Bullhound
20+ years of tech investing combined
with global reach
1000+
Meeting thousands of tech companies per year
20+
Years experience of investing in tech
70+
Tech events arranged yearly
180+
Employees at 13 offices in 3 continents
30+
Research reports released per year
AMERICAS
01. San Francisco
02. New York
SCANDINAVIA
03. Stockholm
UNITED KINGDOM
04. Manchester
05. London
EUROPE
06. Paris
07. Berlin
08. Munich
09. Frankfurt
10. Madrid
11. Málaga
12. Luxembourg
13. Zurich
14. Marbella
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.
GP Bullhound Asset Management Ltd is authorised and regulated by the Financial Conduct Authority.
Information on this website should not be seen as anything else than information about the Fund, and is provided for information purpose only. For more information about the Fund, please refer to the key investor information document (KIID) and the information brochure, which describe the full objective and risk factors associated with the Fund.
The information provided on this page does not constitute or form part of a solicitation or an offer for units in the Fund or an invitation to apply for units. Subscriptions to units of the Fund can only be made on the basis of the current information brochure and where available, the latest KIID, along with the latest available audited annual report and the latest semi-annual report of the Fund (if made available thereafter). Units of the Fund are not available for distribution in all jurisdictions and prospective investors should confirm with either the authorised Management Company of the Fund or with GP Bullhound Asset Management Ltd whether the units of the Fund are registered and authorised for distribution in their country of residence. The information on this website is not intended for use by individuals in jurisdictions where access, use or availability of this information would be unlawful.
Investing in shares or units of collective investment vehicles always entail risks. Historical returns are not a guide to future returns, and current performance may differ significantly from historical performance. The value of units in the Fund will fluctuate with market conditions and can go down as well as up, and investors may not get back the full amount invested.
Key Investor Information Documents
Other Documents
How to invest in GP Bullhound Global Technology Fund
Distribution partners
Principal Adverse Policy
GP Bullhound does consider the principal adverse impacts (“PAIs”) before taking investment decisions and during the whole holding period. GP Bullhound has adopted a policy for integrating sustainability risks, which governs the ongoing investment activities for GP Bullhound Global Technology Fund, to continuously identify and prioritise the principal adverse impacts for sustainability factors.
External data point checks ahead of every quarter to check performance of the company relative to expectations
Responsible Investments Policy
GP Bullhound has adopted this document for clients, prospective clients, investors, employees, and other stakeholders, as the case may be, so they can create an understanding of how GP Bullhound integrates ESG factors into its investment decision-making process for, inter alia, its regulated asset management activities.
GP. Bullhound Global Technology Fund Monthly Update
View our monthly fund update and commentary from Fund Manager Inge Heydorn on recent developments in the technology markets.
Listen to our Podcasts
GP Bullhound in the news
GP Bullhound announces seven senior promotions
GP Bullhound is proud to reveal the 2023 Allstars shortlisted companies
GP Bullhound and North Ridge Partners announce exclusive collaboration
Key market insights into Software, Digital Services, Fintech, Digital Media and Digital Commerce.
GP Bullhound’s management team
GP Bullhound’s management team includes managers and analysts who are united in the belief in genuine active management. We are convinced that fundamental analysis of companies and business models pays off over time.
GP Bullhound’s managers are independent in their process and decisions but are based on a common strategy based on in-depth knowledge of the industries and markets as well as their own analyzes of each individual company and its long-term opportunities in the future.
Managed research teams and traded technology shares since 1994 (Carnegie, ABN Amro and Deutsche Bank).
inge.heydorn@gpbullhound.com
Previously Portfolio Manager / Analyst at Lazard, ex-Google, ex-UBS Equity Research.
jenny.hardy@gpbullhound.com
Previously at Nordnet, DZ Bank in New York and BMW. Founder and active member of Women’s Career Network.
nejla-selma.salkovic@gpbullhound.com