TECHNOLOGY-FOCUSED GROWTH STRATEGY

Overview

The Technology-Focused Growth Strategy is designed for investors seeking long-term capital appreciation through targeted exposure to innovation-driven companies shaping the future of the economy. The strategy invests in equity securities of businesses with leading technologies, scalable platforms, and strong potential to benefit from powerful secular growth trends.

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Strategy Philosophy

We believe technological innovation is one of the most significant long-term drivers of economic expansion and corporate value creation. Companies that develop superior technologies, build essential digital infrastructure, and enable transformation across industries often establish durable competitive advantages and meaningful earnings growth potential.

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This strategy focuses on identifying those leaders and investing in businesses that continuously innovate, expand their market opportunities, and strengthen their competitive positions over time.

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Investment Focus

The portfolio emphasizes technology-oriented companies that demonstrate:

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• Leadership in innovation, platforms, or digital infrastructure

• Strong revenue and earnings growth potential

• Scalable business models with expanding addressable markets

• Competitive advantages driven by intellectual property, network effects, or technological differentiation

• Financial strength to support reinvestment, research, and continued expansion

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Investments may include companies in areas such as software, digital platforms, data infrastructure, cybersecurity, semiconductors, and other technology-enabled industries driving structural change.

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Portfolio Approach

The strategy is built through disciplined, company-specific analysis focused on business quality, competitive positioning, management execution, and long-term growth visibility. Emphasis is placed on identifying companies with the potential to lead their industries and sustain above-average growth over extended periods.

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Risk Perspective

Technology-focused investments can experience periods of elevated volatility due to market cycles, innovation shifts, and evolving competitive landscapes. The strategy emphasizes quality, financial strength, and durable business models to support long-term participation in technology-driven growth.

The focus remains on long-term compounding through ownership of innovative, growth-oriented businesses.

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Objective

To deliver above-market long-term capital appreciation by investing in a portfolio of technology-focused, innovation-driven companies positioned to benefit from secular growth trends and sustained industry leadership.