London Zurich Dubai Mumbai
Technology, Media & Telecom

Investment Characteristics

  • The Fund invests globally in liquid equities across the Technology, Media and Telecom space, including among others:
    1. Technology: semiconductor producers, payment processing companies, hardware and software producers; 
    2. Media: television, cable services, radio, satellite services, print, publishing, information services, directories, advertising;
    3. Telecom: incumbent operators, mobile telephony, alternative operators, equipment vendors, mobile value-added services providers.
  • We focus on well-run companies with healthy balance sheets, robust business models and sustainable competitive advantages.
  • The Fund invests 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:
    1. Market sentiments;
    2. Occasional lack of understanding on the part of investors about fundamental values of some Technology, Telecom and Media companies.

Technology, Media & Telecom
Technology, Media & Telecom