Our convictions rely on:
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Our expertiseour fund managers all benefit rich hands-on experience in their speciality.Our experienceeach fund management team benefits from over15 years experience in the space it covers.
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Our internal researchto feed our investment ideas, we have built our own industrial and company models.Our decision making processwe do believe in confronting ideas and in the necessity to carefully listen to other’s ideas. Yet, once discussed, choices are shared by all.
This leads to concentrated portfolios.
- 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 havethe compagnies able 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 teh same team of senior managers.
Our goal is to continue to deliver solid outperformance to our investors in the future.
IT funds clean world is a conviction-based fund using stock picking strategy to select stock which are growing and "clean". The fund is invested in 3 major themes, energy, water and waste, which we considermajor growth drivers to solve the environmental issue.
1- the clean tech industry growth is driven by:
- Energy issues generating by energy price increase, fossil energy scarcity and the energy independence need rethink their energy mix.
- Fukushima catastrophe pushed government to review their nuclear strategy and thus rethink their energy mix.
- Emerging countries demography creates huge energy and drinkable water demand and generate growing need to manage waste.
- Energy efficiency is the best solution to reduce our energy consumption while keeping our needs..
2- IT funds clean world focus in the environmental investment theme ( energy, water and waste). The fund exclude nuclear, natural gas, clean coal. The funds allow to benefit from growth opportunities created by innovation and disruptive technologies
3- IT funds clean world invests in renewable energy production to sustainable consumption ( energy efficiency with collective transportation, clean vehicles, intelligent network, energy storage, lighting...)
4- A conviction-based management which relies on our in house research and frequent companies visits.
5- As a boutique, IT Asset Management has the expertise to focus on environmental issues, free of index and region
6- A seasoned investment team with 6 year track record in the clean tech theme and more than 10 years experience in natural resources investment.