Our edge
back to GLOBAL TECH FUNDWe have a sustainable edge in identifying longevity and growth defensibility.
Front-line exposure to change.
This comes from our venture investing and informs our views on challenges, opportunities and the long-term beneficiaries across the technologies we focus most on.
We hold a concentrated portfolio of outliers.
These companies can produce exceptional returns, rather than seeking broad exposure where the pace of change demands strong stock selection.
We emphasise extraordinary teams and cultures.
Because founders who sustainably embed their passion for solving customer problems in their organisation's DNA have a structural long-term advantage.
We are long-term investors with a focus on what can go right.
We believe a long-term approach is essential for capital compounding.