Quarterly update
Watch the investment team recap this quarter.
(Note: As at July 2024).
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.
Featured Insight
Equity Perspectives
Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.
