1. The information technology industry is driven by powerfull and structural growth drivers creating an ideal planning field for stock picking:



- Technology disruptions have accelerated since 2007: mobility with smartphones and tablets, cloud computing, software as a service (SaaS), virtualisation, Voice over IP, social networks...the pace of disruptions and innovations is fast and will remain so in the near future.

- Disruptions create winners and losers. Our goal is to have the companies nable to adapt to a changing environment.

- Infotech creates value for other industries such as automotive, finance, green, federal services...Infotech, as Schumpeter analyses it, generates creative destruction by canibalising other industries: digital music versus CDs, email vs regular mail, tablets and ebooks vs bookshops, streaming video vs brick and mortar video rental, online shopping vs malls...



- Digital natives provoke a generation gap. They were born after 1980 and their world is PC, mobile phones and game console based. They are always connected and they can't imagine a world without Internet.




2. IT Funds Info Tech is about investing in technology disruptions which offer the best sustainable growth



3. With the numerous technology disruptions and innovations, we have really entered into the 21st century. Our investment choices based on disruptions and innovations coupled with our stock picking expertise are solid.



4. IT Funds Infotech select winners from losers in disruptive technologies. ETF and trackers don't. 



5. A boutique like IT Asset Management is free to invest according to its convictions, with no index,no region, no size constraint. It uses ifs expertise and in house research to build a concentrated  portfolio. 



6. Over nearly 20 years, we have build a solid track record with the same team of senior managers.

Our goal is to continue to diver solid outperformance to our investors in the future.

The investment team select information technology companies free of size, region and index.
 It delivers a pure conviction-based investment style to benefit from the technology disruptions. Our expertise relies on our ability to identify and analyze disruptive companies.

With an ever changing information technology industry, it is key to have a industriel and global approach. The global analysais, free of benchmark, allostérique to capture n'es trends, disruptions and identifiy the investment teams we Will focus on.

Our in-house research build industrial models to make a company preselection. Then, these companies rare deeply analysed through our in-house financial model. It is a conviction-based style, growth oriented, index free leading to a concentrated portfolio with companies leaders of our investment themes.

 

What are the leading investment themes for the next 3 to 5 years?we focus on the most promising themes, the one which will have the highest growth and thus create high value. We have a strong edge on these themes with our ability to analyse and anticipate and our understanding of financial markets on technology stocks.

From the investment theme analysis, we extract the most promising companies. Our criteria are strategy, competitive position, management, technology choices, business model, sales and marketing, profitability, financial strength. Our goal is to identify great companies in disruptive themes which will generate future growth.