enEnglischAbaris Technology Opportunities (UCITS V)
Fund Description
Abaris Technology Opportunities is a small cap investment solution seeking extraordinary long-term equity returns. The fund invests in a diversified portfolio of high growth companies in the technology sector overproportionally benefitting from mega trends (“pure plays”).
Key Fund Characteristics
Objective
Superior Long-Term 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
> 7 Years
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
- High growth companies showing superior Fundamental Returns of >25% p.a.
- Little to no overlap with other active or passive technology funds (focus on small and mid cap, not mega cap tech companies)
- Exceptional long-term return potential due to investments in high growth micro, small and mid cap companies (long runway for growth)
Applied Frameworks
Long-Term
Fundamental Return Concept
Concept to achieve attractive long-term returns, as equity returns are always driven by a company’s fundamental performance in the long-term.
Thus, the Abaris Fundamental Return Concept is the basis of our investment philosophy and applied in all Abaris equity funds.
Long-Term
Collective Investment Intelligence
Systematic analysis leveraging the collective investment intelligence of the world’s best investors by evaluating their equity positions based on mandatory regulatory filings.
Megatrends
The
portfolio companies in the Abaris Technology Opportunities fund
overproportionally benefit from megatrends, such as:
New Energy Storage
Cloud-Based Software
E-Mobility Infrastructure
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.