Investment Approach

• Seeks long-term capital appreciation by investing in companies expected to benefit from the development and use of science or technology, focusing on high-quality business models that have the potential to sustain above-average earnings growth
• Invests behind key investment themes such as Internet commerce, Internet advertising, cloud computing, and artificial intelligence
• Bottom-up stock selection is based on rigorous analysis of individual companies, sectors, and industry trends
• Supported by deep and dedicated analytical resources that span technology, consumer discretionary, communication services, industrials, and healthcare sectors, as well as geographies