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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 (%)53.248.23-34.8618
Annualized ReturnStandard DeviationDividend Yield

Allocation Breakdown

Asset Class

Fixed Income0


Greater Europe13.47%
Developed Asia12.76%
Emerging Asia5.11%
Central/Latin America0


Application Software13.96%
Cable & Satellite3.99%
Communications Equipment4.09%
Electronic Components4.48%
IT Consulting & Other Services12.43%
Interactive Media & Services22.74%
Systems Software14.02%
Technology Hardware, Storage & Peripherals4.86%

Top Holdings

Asset ClassWeight (%)
1. Meta Platforms Inc9.18%
2. Amadeus IT Group SA5.49%
3. Salesforce Inc5.39%
4. Microsoft Corp5.24%
5. Tencent Holdings Ltd5.09%
6. Broadcom Inc5.06%
7. Apple Inc4.96%
8. Oracle Corp4.84%
9. Adobe Inc4.73%
10. Alphabet Inc4.66%