GAM Star Technology

An equity fund investing globally in a diversified portfolio of technology related companies.

The fund invests predominately in disruptive technologies, with the main theme being to capture opportunities arising due to growth of the internet. The team’s investment style blends extensive company visits, in-depth fundamental analysis, relative value analysis, technical and timing factors, and a wide network of industry sources, to form an investment process that is logical and intuitive.

 

We like the fund as it is very active and will trade around positions combining the fundamental view on companies from Mark together with momentum based trading ideas from David Goodman (co-portfolio manager).