The strategy uses a bottom-up stock picking approach to create a concentrated portfolio of U.S. technology stocks.
American technology companies have been leading in innovation in the past decade, which has led to tremendous productivity gains in several traditional sectors. The sector is currently attractively valued compared to its growth prospects. A combination of continued economic growth combined with low interest rates should boost the prospects of the technology sector.
The research process is focused on finding companies that show relative value and quality characteristics within the sector. Our research models screen the U.S. stock universe in a disciplined way based on 27 model factors and select the companies that have the highest return expectations. The portfolio is regularly rebalanced based on those factors.