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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 (%)8.23-34.8646.05-1.74
Annualized ReturnStandard DeviationDividend Yield

Allocation Breakdown

Asset Class

Fixed Income0


North America51.16%
Greater Europe19.41%
Central/Latin America0


Application Software3.78%
Cable & Satellite2.19%
Communications Equipment3.2%
IT Consulting & Other Services19.75%
Interactive Media & Services21.45%
Systems Software11.63%
Technology Hardware, Storage & Peripherals11.72%

Top Holdings

Asset ClassWeight (%)
1. Taiwan Semiconductor Manufacturing Co Ltd5.38%
2. Meta Platforms Inc4.89%
3. NetApp Inc4.82%
4. Alphabet Inc4.59%
5. Microchip Technology Inc4.45%
6. Exclusive Networks SA4.43%
7. Renesas Electronics Corp4.26%
8. Capgemini SE4.25%
9. Skyworks Solutions Inc4.24%
10. Tencent Holdings Ltd4.23%