Abaris 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 high 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


Superior Equity Returns

Expected Long-Term Return

30-40% p.a.


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

> 7 Years


The portfolio companies in the Abaris Technology Opportunities fund overproportionally benefit from megatrends, such as:


Cloud Computing

New Energy Storage

Fuel Cell Technology


Healthcare Technology

Share Classes

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* Ranges and average numbers serve as indications and shall not be interpreted as hard investment limits.

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