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For Institutional Investors in the US

Global Technology and Innovation

Our deep and experienced tech team seeks growth through innovation in this complex and dynamic sector

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Overview

ABOUT THIS STRATEGY

This global growth strategy invests in companies that create and benefit from advances in technology. We invest in companies we believe to be resilient and also take smaller positions in companies that have optionality – meaning large potential upside under a specific scenario. The strategy seeks to provide strong long-term returns with volatility characteristics on par with its peers.

INVESTMENT APPROACH

Finding Growth Through Innovation

Technology is dramatically impacting every sector of the global economy. The strategy seeks to invest in growth companies driving this innovation or benefiting from advances in technology. Common characteristics of an investment include a culture of innovation, long-term focus and attractive relative valuation.

Dedicated Sector Experts

Our dedicated team of technology analysts is embedded deeply within the sector, approaching research as an industry participant. In this complex and rapidly growing sector, it is critical to have experienced investors working to evaluate the impact of disruptive technologies and actively aim to identify both winners and losers.

Deep and Disciplined

The Strategy takes a thoughtful approach to portfolio construction as the manager invests in companies believed to be resilient, as well as smaller positions in companies that have optionality – meaning large potential upside under a specific scenario. Through deep research and disciplined portfolio construction, the Strategy seeks to deliver strong, risk-adjusted returns over time.

Portfolio Management

Denny Fish
Denny Fish

Portfolio Manager | Research Analyst

Industry since 2004. Joined Firm in 2016.

Jonathan Cofsky, CFA
Jonathan Cofsky, CFA

Portfolio Manager | Research Analyst

Industry since 2006. Joined Firm in 2014.

Performance

RETURNS (%) (As of 09/30/2024)
Composite Gross Composite Net MSCI All Country World Information Technology IndexSM
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/1999)
Composite Gross 0.75 28.95 50.26 9.83 20.97 20.27 12.41
Composite Net 0.57 28.29 49.25 9.07 20.14 19.47 11.46
MSCI All Country World Information Technology IndexSM 1.17 26.41 48.69 14.24 23.12 19.53 9.30
Past performance cannot guarantee future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Returns greater than one year are annualized. Returns are expressed in U.S. dollars unless otherwise stated. Composite returns are net of transaction costs and gross of non-reclaimable withholding taxes (if any and unless otherwise noted), and reflect the reinvestment of dividends and other earnings.
High absolute short-term performance is not typical and may not be achieved in the future. Such results should not be the sole basis for evaluating material facts in making an investment decision.
The gross performance results presented do not reflect the deduction of investment advisory fees. Returns will be reduced by such advisory fees and other expenses as described in the individual contract and, where applicable, Form ADV Part 2A.
Net performance results do not reflect the deduction of investment advisory fees actually charged to the accounts in the composite but do reflect the deduction of model investment advisory fees based on the maximum fee rate in effect for the respective time period, adjusted for performance-based fees where applicable. Actual advisory fees may vary among clients invested in the strategy and may be higher or lower than model fees. Returns for each client will be reduced by such fees and expenses as described in the individual contract and, where applicable, in Form ADV Part 2A.
Prior to 2008, net returns shown are net of all fees and expenses.
For a complete list of holdings as of the most recently available disclosure period, contact us.
RETURNS (%) (As of 11/30/2024)
Composite Gross Composite Net MSCI All Country World Information Technology IndexSM
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/1999)
Composite Gross 6.48 34.99 41.23 9.70 20.10 20.06 12.52
Composite Net 6.30 34.15 40.27 8.95 19.28 19.26 11.57
MSCI All Country World Information Technology IndexSM 5.27 30.56 36.48 12.08 21.75 19.24 9.37
Past performance cannot guarantee future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Returns greater than one year are annualized. Returns are expressed in U.S. dollars unless otherwise stated. Composite returns are net of transaction costs and gross of non-reclaimable withholding taxes (if any and unless otherwise noted), and reflect the reinvestment of dividends and other earnings.
High absolute short-term performance is not typical and may not be achieved in the future. Such results should not be the sole basis for evaluating material facts in making an investment decision.
The gross performance results presented do not reflect the deduction of investment advisory fees. Returns will be reduced by such advisory fees and other expenses as described in the individual contract and, where applicable, Form ADV Part 2A.
Net performance results do not reflect the deduction of investment advisory fees actually charged to the accounts in the composite but do reflect the deduction of model investment advisory fees based on the maximum fee rate in effect for the respective time period, adjusted for performance-based fees where applicable. Actual advisory fees may vary among clients invested in the strategy and may be higher or lower than model fees. Returns for each client will be reduced by such fees and expenses as described in the individual contract and, where applicable, in Form ADV Part 2A.
Prior to 2008, net returns shown are net of all fees and expenses.
For a complete list of holdings as of the most recently available disclosure period, contact us.
Calendar Year Returns (%)
Composite Gross Composite Net MSCI All Country World Information Technology IndexSM
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Composite Gross 56.39 -37.02 18.73 52.22 46.37 1.69 45.94 13.88 5.26 10.25
Composite Net 55.34 -37.47 17.92 51.20 45.45 1.03 45.03 13.15 4.58 9.54
MSCI All Country World Information Technology IndexSM 51.45 -30.86 27.69 46.13 47.52 -5.48 42.27 12.71 3.64 15.72
Past performance cannot guarantee future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Returns greater than one year are annualized. Returns are expressed in U.S. dollars unless otherwise stated. Composite returns are net of transaction costs and gross of non-reclaimable withholding taxes (if any and unless otherwise noted), and reflect the reinvestment of dividends and other earnings.
The gross performance results presented do not reflect the deduction of investment advisory fees. Returns will be reduced by such advisory fees and other expenses as described in the individual contract and, where applicable, Form ADV Part 2A.
Net performance results do not reflect the deduction of investment advisory fees actually charged to the accounts in the composite but do reflect the deduction of model investment advisory fees based on the maximum fee rate in effect for the respective time period, adjusted for performance-based fees where applicable. Actual advisory fees may vary among clients invested in the strategy and may be higher or lower than model fees. Returns for each client will be reduced by such fees and expenses as described in the individual contract and, where applicable, in Form ADV Part 2A.

Documents

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