enEnglischAbaris Technology Opportunities (UCITS V)
Investment Philosophy
Our investment philosophy is based on the compelling logic that equity returns of individual companies always follow their fundamental value creation in the long-term. Hence, positive Fundamental Returns (value creation) are the single most important determinant of long-term investment success.
Fund Description
Abaris Technology Opportunities is an offensive investment solution to generate extraordinary long-term equity returns. The fund invests in a diversified portfolio of hyper growth companies in the technology sector overproportionally benefitting from mega trends (“pure plays”).
The fund invests globally and free from any benchmark and market cap orientation.
How the Fund is Different
- Long-term investment success based on a compelling logic
- Fundamentally different stock selection process based on the Abaris Fundamental Return Concept
- Focus on tech companies with superior Fundamental Return growth of >30% p.a. throughout the economic cycle
- Little overlap with other active or passive technology funds (focus on micro-, small- and mid cap, not mega cap companies)
- Investments in companies overproportionally benefitting from mega trends (“pure plays”) with long runway for growth
Key Fund Characteristics
Objective
Superior Equity Returns
Expected Long-Term Return
30-40%
p.a.
Volatility
High
Volatility, >30% p.a.
Market Capitalization Focus
Micro-,
Small-, Mid Caps
Equity Positions
30-50
Equities
(Investment
Universe: >2,000 Equities)
Sector Allocation
Technology
Sector
Portfolio Construction
Long
Only Equities
Recommended Holding Period
≥ 5
Years
Megatrends
The
portfolio companies in the Abaris Technology Opportunities fund
overproportionally benefit from megatrends, such as:
E-Mobility
Cloud Computing
New Energy
Fuel Cell Technology
E-Commerce
Healthcare Technology
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* Ranges and average numbers serve as indications and shall not be interpreted as hard investment limits.