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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.

Allocation Breakdown

Asset Class


Equity99.41%
Fixed Income0
Commodities0
Cash0.59%

Geo


America73.32%
Greater Europe15.19%
Developed Asia3.89%
Emerging Asia7.6%
Central/Latin America0

Sector


Application Software14.79%
Cable & Satellite4.75%
Communications Equipment5.64%
Data Processing & Outsourced Services9.89%
IT Consulting & Other Services15.18%
Interactive Media & Services11.53%
Semiconductors12.37%
Systems Software16.01%
Technology Hardware, Storage & Peripherals9.25%

Top Holdings

Asset ClassWeight (%)
1. Check Point Software Technologies Ltd5.76%
2. Cisco Systems Inc5.58%
3. Oracle Corp5.57%
4. Autodesk Inc5.52%
5. PayPal Holdings Inc5.38%
6. Apple Inc5.26%
7. Accenture PLC5.16%
8. Cognizant Technology Solutions Corp5.10%
9. Salesforce Inc4.92%
10. Broadcom Inc4.89%