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Technology, Media & Telecom | Investment Characteristics
- The Fund was set up to invest globally in liquid equities across the Technology, Media and Telecom space, including among others:
- Technology: semiconductor producers, payment processing companies, hardware and software producers;
- Media: television, cable services, radio, satellite services, print, publishing, information services, directories, advertising;
- Telecom: incumbent operators, mobile telephony, alternative operators, equipment vendors, mobile value-added services providers.
- The Fund was set up to focus on well-run companies with healthy balance sheets, robust business models and sustainable competitive advantages.
- The Fund was set up to invest only in businesses whose intrinsic value we have understood well and which offer a significant return potential combined with a relatively low-risk investment profile.
- Investments are expected to benefit from periodic significant value dislocations / deficient market pricing associated among others with:
- Market sentiments;
- Occasional lack of understanding on the part of investors about fundamental values of some Technology, Telecom and Media companies.
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