High conviction single stock portfolio of technology companies across the world.
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.
|Annualized Return||Standard Deviation||Dividend Yield|
|Cable & Satellite||4.89%|
|IT Consulting & Other Services||19.84%|
|Interactive Media & Services||15.84%|
|Technology Hardware, Storage & Peripherals||8.98%|
|Asset Class||Weight (%)|
|1. Lenovo Group Ltd||5.00%|
|2. Charter Communications Inc||4.79%|
|3. Meta Platforms Inc||4.59%|
|4. International Business Machines Corp||4.43%|
|5. Broadcom Inc||4.32%|
|6. Check Point Software Technologies Ltd||4.30%|
|7. Cognizant Technology Solutions Corp||4.28%|
|8. Cisco Systems Inc||4.23%|
|9. Microsoft Corp||4.14%|
|10. GoDaddy Inc||4.11%|