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Global Technology

High conviction single stock portfolio of technology companies across the world.

Strategy Description

What used to be just an investment sector is now a brute force of progress and change. Technology permeates every business and industry and this will only increase going forward.

From semiconductor manufacturers and software companies to data process and automation companies, tech firms are behind the scenes (and increasingly right in front) of everything we do

The Global Technology portfolio seeks to strike a balance between large companies and small, famous brand names and reasonably valued ones, promising ideas and sustainable businesses.

We score stocks on Value, Quality, Safety, Payout, Technical and Sentiment metrics, as well as ESG traits, to ensure lesser-known but still excellent companies are included. Lastly, we aim to diversify by region and sector where possible to ensure themes are captured holistically and globally.

Though sector valuations can sometimes be high, few parts of the market are able to deliver the growth, quality and safety of cashflow positive technology and consumer stocks.

PrintFact Sheet

Portfolio Performance

Portfolio (%)53.248.23-34.8623.74
Annualized ReturnStandard DeviationDividend Yield

Allocation Breakdown

Asset Class

Fixed Income0


North America58.02%
Greater Europe14.18%
Developed Asia16.85%
Emerging Asia10.94%
Central/Latin America0


Application Software3.85%
Cable & Satellite4.89%
Communications Equipment4.28%
Electronic Components3.5%
IT Consulting & Other Services19.84%
Interactive Media & Services15.84%
Systems Software12.46%
Technology Hardware, Storage & Peripherals8.98%

Top Holdings

Asset ClassWeight (%)
1. Lenovo Group Ltd5.00%
2. Charter Communications Inc4.79%
3. Meta Platforms Inc4.59%
4. International Business Machines Corp4.43%
5. Broadcom Inc4.32%
6. Check Point Software Technologies Ltd4.30%
7. Cognizant Technology Solutions Corp4.28%
8. Cisco Systems Inc4.23%
9. Microsoft Corp4.14%
10. GoDaddy Inc4.11%