The net return objective to the investor is 10.0% pa through capital growth over rolling five-year periods.
Material Announcements March 9 to March 15 2026
Global Top 50 Technology Companies | March 2026
File
| Rank | Date | Company | Announcement Type | Key Details | Market Impact | Source URL | |
|---|---|---|---|---|---|---|---|
| 1 | Mar-16 | Nvidia | GTC 2026 Keynote — Jensen Huang | GTC 2026 opens San Jose March 16-19; Jensen Huang keynote at SAP Center to 39,000 attendees from 190 countries; confirmed announcements: Vera Rubin platform (5x Blackwell inference performance; 10x lower token cost) officially launched; NemoClaw open-source enterprise AI agent platform announced — allows companies to build and deploy autonomous multi-step agents without cloud dependency; Nvidia N1/N1X laptop CPUs unveiled (ARM architecture; gaming-centric); strategic partnership with Thinking Machines Lab (led by ex-OpenAI CTO Mira Murati) — minimum 1GW Vera Rubin deployment for frontier model training; Feynman architecture (2028 target; TSMC A16 1nm-class) preview confirmed; 700+ sessions covering physical AI, agentic AI, robotics, inference | Largest AI event of 2026; historically a re-rating catalyst for NVDA — GTC 2022 +6.4% / GTC 2025 drove record highs; NemoClaw extends Nvidia into enterprise software layer — direct competitive threat to OpenAI agent platform and hyperscaler AI services; Thinking Machines Lab partnership validates Vera Rubin as frontier training platform; N1/N1X CPUs signal Nvidia moving up the PC stack; Iran conflict and macro headwinds creating entry-point volatility despite structural bullish fundamentals | https://blogs.nvidia.com/blog/gtc-2026-news/ | |
| 2 | Mar-13 | Nvidia / TSMC | Feynman Architecture Confirmed on TSMC A16 | Nvidia's next-generation Feynman processor (2028 launch) confirmed on TSMC A16 (1.6nm) node — Nvidia's first 1nm-class chip; TSMC expanding A16 production capacity with mass production targeted H2 2026; Samsung and SK Hynix confirmed as GTC showcase partners for HBM4 — sole memory suppliers for Vera Rubin platform; reports also surfacing that Nvidia may outsource Feynman I/O die to Intel 14A/18A for supply diversification while keeping GPU core at TSMC; TSMC now confirmed as Nvidia's largest customer — overtaking Apple for first time in 2025 | Strongly bullish TSMC and HBM memory suppliers; Feynman confirms TSMC A16 exclusivity through 2028+ — locking in multi-year foundry revenue; Intel potential involvement (I/O die) would be transformative for Intel Foundry recovery narrative; Samsung and SK Hynix HBM4 showcase at GTC reinforces their sole-supplier status for highest-value AI memory tier; Micron exclusion from Vera Rubin flagship segment confirmed — near-term headwind | https://www.trendforce.com/news/2026/03/13/news-nvidia-may-offer-first-look-at-feynman-at-gtc-2026-tsmc-a16-and-taiwan-supply-chain-in-focus/ | |
| 3 | Mar-11 | Nvidia / TSMC | H200 China Production Halt — Vera Rubin Redirect | Nvidia halts H200 chip production for China market and redirects TSMC capacity to Vera Rubin ramp; simultaneously exploring Samsung 8nm revival of legacy RTX 3060 GPUs to serve Chinese market under tightening US export controls; Chinese tech companies have ordered 2M+ H200 chips for 2026 delivery at ~$27,000/chip (~$54B revenue opportunity) vs Nvidia's 700,000 unit current inventory; Beijing approval still pending despite Trump administration allowing H200 sales with 25% proceeds to US government; Nvidia approaching TSMC to ramp H200 production from Q2 2026 for approved China orders | Dual-edged: Vera Rubin redirect bullish for next-generation platform ramp but confirms TSMC capacity constraints are real; $54B China H200 opportunity is potentially transformative if Beijing approves — would represent single largest geographic revenue event in semiconductor history; Samsung foundry benefits from RTX 3060 revival; tightening export controls adding geopolitical risk premium to Nvidia and TSMC; supply redirection may create short-term Blackwell/H200 availability tightness for non-China markets | https://www.trendforce.com/news/2026/03/11/news-nvidia-reportedly-may-revive-rtx-3060-on-samsung-8nm-amid-china-export-curbs-tsmc-capacity-pressure/ | |
| 4 | Mar-12 | Nvidia | Nebius Strategic Investment — $2B Neocloud Bet | Nvidia invests $2B in Amsterdam-based Nebius acquiring 8.3% stake; Nebius plans to deploy 5GW+ of data center capacity by 2030 — one of largest neocloud infrastructure commitments globally; deal confirms Nvidia is no longer just a chip seller but an ecosystem financier — actively seeding the infrastructure layer that buys its GPUs; neocloud sector (companies building AI compute for rent outside hyperscaler walls) identified as fastest-growing segment of AI stack; Nebius joins SoftBank / CoreWeave / Recursion as Nvidia strategic portfolio investments | Signals structural evolution of Nvidia's business model — from semiconductor vendor to infrastructure financier; bullish for neocloud sector as alternative to hyperscaler GPU rental; $2B at 8.3% implies Nebius valued at ~$24B; 5GW deployment would require tens of thousands of Vera Rubin / Blackwell systems — captive demand for Nvidia hardware; raises question of whether Nvidia is building a parallel infrastructure empire alongside its chip business | https://techstartups.com/2026/03/12/top-tech-news-today-march-12-2026/ | |
| 5 | Mar-12 | Oracle | Customer Pre-Payment AI Chip Strategy | Oracle asking enterprise customers to pre-pay upfront costs of expensive AI chips used in new OCI data center deployments — novel capital recycling strategy to fund aggressive infrastructure expansion; Oracle reported negative $13.2B free cash flow in Q2 FY26 (vs +$9.5B same period prior year) after raising $45-50B in gross cash for OCI expansion; RPO backlog remains ~$130B+ driven by OpenAI / Nvidia / Meta / xAI cloud commitments; Feynman-class hardware pre-commitments being structured 2-3 years ahead of delivery | Creative but risk-signalling capital strategy — indicates Oracle's infrastructure ambitions are outpacing its organic cash generation; customer pre-payment shifts financial risk to enterprise buyers; positive for OCI build-out pace and Nvidia chip absorption; negative read-through for Oracle equity — free cash flow compression is structurally concerning for a company that previously traded as a high-margin software business; validates Infrastructure > Software thesis: Oracle is being forced to spend like a hyperscaler to remain relevant | https://techstartups.com/2026/03/12/top-tech-news-today-march-12-2026/ | |
| 6 | Mar-14 | Gartner / Industry | IT Spending to Exceed $6 Trillion in 2026 | Gartner and industry forecasters confirm global IT spending will exceed $6 trillion for the first time in 2026 — driven primarily by AI infrastructure investment; hyperscaler capex revised up 70% to ~$650B (Amazon $200B / Alphabet $180B / Microsoft $140B+ / Meta $115-135B) — representing largest infrastructure investment cycle in corporate history; spending on AI chips, data centres, networking, and energy infrastructure now dwarfs all other enterprise technology categories combined; $3-4 trillion projected through 2030 from hyperscalers alone | Structural validation of IPE's Infrastructure > Software thesis at macro scale; $6T IT spend confirms AI infrastructure is now a multi-decade capital cycle not a cyclical trade; hyperscaler capex +70% YoY directly flows to Nvidia (GPUs) / TSMC (foundry) / SK Hynix + Samsung (HBM) / Broadcom (networking) — IPE's core holdings; software layer (IGV ETF -30%+ YTD) continuing to compress as infrastructure absorbs the value; Iran conflict and macro volatility creating entry points in structurally sound positions | https://www.fool.com/investing/2026/03/14/nvda-stock-gtc-2026-dates-best-ai-stocks/ | |
| 7 | Mar-09 | Samsung Electronics | Multi-Model AI Partnership Strategy | Samsung actively pursuing AI partnerships with OpenAI and Perplexity for Galaxy devices — adopting deliberate multi-model approach rather than exclusive partnership (contrasting with Apple-Google Gemini exclusivity); strategy designed to future-proof Galaxy ecosystem as smartphone differentiation shifts entirely to AI experience design; simultaneously Samsung Device Solutions division supplying 50% of Galaxy S26 LPDDR5X memory alongside Micron amid rising prices; Google entered Samsung's top 5 foundry customers in 2025 — reshuffling key client lineup; Samsung HBM4 officially shipped February 2026 | Samsung executing on two fronts: consumer AI partnerships and memory supply dominance; multi-model AI strategy reduces dependency risk vs Apple's single-vendor approach; LPDDR5X price increases pressuring smartphone margins across Android OEMs; Google's emergence as top Samsung foundry customer strategically significant — diversifies Samsung Foundry beyond mobile; HBM4 shipment confirmation ahead of GTC reinforces Samsung's position as Vera Rubin co-supplier alongside SK Hynix | https://techstartups.com/2026/03/09/top-tech-news-today-march-9-2026/ | |
| 8 | Mar-09 | Microsoft / Nvidia | Ratepayer Protection Pledge + Energy Infrastructure | Trump administration and seven major tech CEOs signed 'Ratepayer Protection Pledge' — companies commit to build or buy electricity needed for data centres at differentiated rates from consumer tariffs; signals White House and Big Tech conceding AI data centres are raising consumer power bills; Microsoft on pace for $140B+ capex in FY26 (+59% YoY); CEO Nadella confirmed AI capacity increasing 80%+ in 2026 with total data centre footprint doubling over next two years; energy infrastructure now explicitly identified by Jensen Huang as the defining constraint for AI expansion | Energy and grid infrastructure emerging as binding constraint for AI buildout — more important than chip supply in Huang's framing; pledge signals growing political risk around Big Tech power consumption; nuclear energy and grid infrastructure companies (Constellation / Vistra / GE Vernova) emerging as AI infrastructure beneficiaries; bullish for energy-adjacent AI infrastructure thesis; Microsoft capex confirmation (+59%) directly benefits Nvidia and supply chain; Nadella's 80% capacity expansion is one of largest single-year infrastructure commitments in corporate history | https://www.krdo.com/news/trump-tech-companies-sign-voluntary-pledge-to-protect-consumers-from-rising-electricity-costs/ | |
| 9 | Mar-09 | OpenAI / Ecosystem | Government AI Contract Policy Shift | Trump administration drafting stricter rules for civilian AI contracts requiring vendors to permit 'any lawful use' of models — major policy signal for AI industry; governments unwilling to purchase powerful models with narrow usage restrictions; OpenAI has signed multibillion-dollar agreements with Nvidia / Broadcom / Oracle / Amazon / Google reducing Microsoft dependency (exclusive cloud agreement ended one year ago); US government AI supercomputing commitments accelerating; Pentagon confirms AI tools already deployed in active military operations — crossing significant threshold | Reshapes who wins federal AI contracts — companies with restrictive safety guardrails may lose government business to more permissive competitors; OpenAI's multi-cloud diversification reduces Microsoft's strategic leverage and raises Azure dependency risk; government AI spend becoming material revenue stream for hyperscalers and model providers; Pentagon deployment confirmation signals AI is now operational military infrastructure — not experimental; bullish for Palantir / AWS / Azure government segments | https://techstartups.com/2026/03/09/top-tech-news-today-march-9-2026/ | |
| 10 | Mar-09 | Global Macro / Iran Conflict | Iran War — Oil Shock and Tech Market Volatility | Iran conflict escalating with oil prices surging — creating macro headwind for global equity markets including tech sector; Nasdaq volatile with AI trade anxiety compounding geopolitical risk; semiconductor stocks sold off despite record-breaking fundamental results (Broadcom +6% vs sector weakness); Iran war narrative directly impacting risk appetite for growth and AI infrastructure stocks YTD; Motley Fool notes GTC 2026 re-rating 'tougher than usual given broader market struggles due to Iran war and soaring oil prices'; energy price spike reinforces data centre power cost concerns raised in Ratepayer Protection Pledge | Near-term headwind for all risk assets including tech; higher oil prices increase data centre operating costs — negative for hyperscaler margins; creates entry-point opportunity in structurally sound AI infrastructure positions being sold for macro reasons not fundamental ones; bifurcation between infrastructure winners and software losers continues to widen; IPE thesis intact — Infrastructure > Software validated by both AI fundamentals and macro environment where energy infrastructure premium increases | https://www.fool.com/investing/2026/03/14/nvda-stock-gtc-2026-dates-best-ai-stocks/ |
10
Total Announcements
$39B+
Total Deal Value
7
Top 50 Global Tech Companies
6
Days Period
Global Top 50 Technology Stocks March 2026
File
| Rank | Company | Ticker | Country | Market Cap (USD) | Feb Market Cap | Month Change | Sector | Key Business | Notable |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Nvidia | NVDA | USA | $4.427T | $4.427T | ~Flat | Semiconductors | AI chips/GPUs for data centers and gaming | https://Steady at top; DeepSeek fears faded; Blackwell demand strong |
| 2 | Apple | AAPL | USA | $3.920T | $4.156T | -5.70% | Consumer Electronics | iPhone, Mac, iPad, Services | https://Slight pullback; tariff exposure concerns on China supply chain |
| 3 | Alphabet (Google) | GOOGL/GOOG | USA | $3.800T | $3.864T | -1.70% | Internet Services | Search/YouTube/Cloud/Android | https://Holding #3; Gemini momentum; advertising resilience |
| 4 | Microsoft | MSFT | USA | $3.530T | $3.576T | -1.30% | Software | Windows/Azure cloud/Office/Gaming | https://Stable; Copilot integration expanding; Azure growth steady |
| 5 | Amazon | AMZN | USA | $2.400T | $2.460T | -2.40% | E-commerce/Cloud | Online retail/AWS cloud services | https://AWS holding ground; tariff risk on retail segment |
| 6 | TSMC | TSM | Taiwan | $1.780T | $1.538T | 15.70% | Semiconductors | Chip manufacturing foundry | https://UP to #6; US$250B US investment deal Jan 2026; massive AI fab demand ⭐ |
| 7 | Meta Platforms | META | USA | $1.650T | $1.687T | -2.20% | Social Media | Facebook/Instagram/WhatsApp/VR | https://Slight pullback; AI spending commentary pressured sentiment |
| 8 | Broadcom | AVGO | USA | $1.570T | $1.820T | -13.70% | Semiconductors | Custom AI chips/networking/software | https://Pulled back from Feb highs; custom AI chip thesis intact |
| 9 | Tesla | TSLA | USA | $1.200T | $1.512T | -20.60% | Automotive/AI | Electric vehicles/Autonomous driving | https://Big pullback; Musk brand risk; EV demand softness ⚠️ |
| 10 | Tencent | 0700.HK | China | $720.00B | $709.76B | 1.40% | Internet Services | WeChat/Gaming/Social media | https://Moved up to #10 as Tesla pulled back; China domestic strength |
| 11 | Samsung Electronics | 005930.KS | South Korea | $460.00B | $492.45B | -6.60% | Consumer Electronics/Semi | Smartphones/Memory chips/Displays | https://Memory chip pricing softened slightly; AI HBM demand still strong |
| 12 | Alibaba | BABA | China | $420.00B | $377.72B | 11.20% | E-commerce/Cloud | Online retail/Alipay/Cloud | https://UP; China recovery narrative + Qwen AI model strength ⭐ |
| 13 | Oracle | ORCL | USA | $420.00B | $616.81B | -31.90% | Enterprise Software | Database/Cloud/ERP software | https://Major correction ⚠️ Missed cloud guidance; Stargate hype faded |
| 14 | ASML | ASML | Netherlands | $415.00B | $431.16B | -3.80% | Semiconductor Equipment | Lithography machines for chipmaking | https://Slight pullback; EUV monopoly intact; job cuts announced Jan 2026 |
| 15 | Netflix | NFLX | USA | $410.00B | $431.82B | -5.00% | Streaming | Video streaming/Original content | https://Minor pullback; subscriber growth momentum continues |
| 16 | Palantir | PLTR | USA | $380.00B | $427.77B | -11.20% | Software | Data analytics/AI platforms | https://Pulled back from highs ⚠️; still massive run from #35; AI platform thesis intact |
| 17 | AMD | AMD | USA | $300.00B | $355.01B | -15.50% | Semiconductors | PC/Server/AI processors | https://Semi selloff hit AMD hard; MI300X still winning data center share ⚠️ |
| 18 | SAP | SAP | Germany | $295.00B | $289.70B | 1.80% | Enterprise Software | ERP/Business software | https://Resilient; European tech outperforming; cloud ERP transition |
| 19 | Cisco | CSCO | USA | $290.00B | $306.50B | -5.40% | Networking | Network equipment/Security | https://Slight pullback; enterprise networking demand solid |
| 20 | IBM | IBM | USA | $285.00B | $288.73B | -1.30% | IT Services/Software | Cloud/AI/Consulting/Mainframes | https://Stable; AI consulting revenue building; mainframe cycle continuing |
| 21 | Salesforce | CRM | USA | $255.00B | $250.12B | 2.00% | Enterprise Software | CRM/Cloud applications | https://Agentforce AI product gaining traction; slight uptick |
| 22 | Micron Technology | MU | USA | $240.00B | $261.70B | -8.30% | Semiconductors | Memory chips (DRAM/NAND) | https://HBM demand intact but near-term DRAM pricing concerns ⚠️ |
| 23 | SK Hynix | 000660.KS | South Korea | $235.00B | $255.19B | -7.90% | Semiconductors | Memory chips for AI/mobile | https://High-bandwidth memory leader; slight pullback with semi sector |
| 24 | Applied Materials | AMAT | USA | $195.00B | $214.59B | -9.10% | Semiconductor Equipment | Chip manufacturing equipment | https://Semi equipment pullback; AI fab buildout still driving orders |
| 25 | AppLovin | APP | USA | $190.00B | $230.10B | -17.40% | Software | Mobile advertising platform | https://Big pullback from highs ⚠️; still major outperformer vs Jan; ad platform intact |
| 26 | Shopify | SHOP | Canada | $195.00B | $208.93B | -6.70% | E-commerce | E-commerce platform for merchants | https://Slight pullback; SMB growth platform thesis intact |
| 27 | Lam Research | LRCX | USA | $185.00B | $199.99B | -7.50% | Semiconductor Equipment | Wafer fabrication equipment | https://Semi equipment cycle pullback; AI-driven capex still supports outlook |
| 28 | Uber | UBER | USA | $190.00B | $192.63B | -1.40% | Transportation Tech | Ride-hailing/Food delivery | https://Steady; autonomous vehicle partnerships evolving |
| 29 | QUALCOMM | QCOM | USA | $185.00B | $189.99B | -2.60% | Semiconductors | Mobile processors/5G/Licensing | https://Stable; smartphone recovery on track; PC chip diversification |
| 30 | Intel | INTC | USA | $195.00B | $200.60B | -2.80% | Semiconductors | PC/Server processors/Foundry | https://Recovery progressing; new CEO execution watched closely |
| 31 | Intuit | INTU | USA | $180.00B | $186.75B | -3.60% | Software | TurboTax/QuickBooks/Credit Karma | https://Tax season tailwind; financial software steady |
| 32 | ServiceNow | NOW | USA | $172.00B | $179.14B | -4.00% | Software | IT service management/Workflow | https://Enterprise AI workflow demand solid; slight pullback |
| 33 | Arista Networks | ANET | USA | $168.00B | $161.25B | 4.20% | Networking | Data center networking/Cloud | https://UP; AI data center networking spending still accelerating ⭐ |
| 34 | Texas Instruments | TXN | USA | $165.00B | $167.44B | -1.50% | Semiconductors | Analog chips/Embedded processors | https://Industrial semi bottoming; dividend yield attracting value investors |
| 35 | KLA | KLAC | USA | $158.00B | $160.29B | -1.40% | Semiconductor Equipment | Process control/Inspection | https://Steady; process yield tools critical for advanced nodes |
| 36 | Sony | SONY | Japan | $162.00B | $168.87B | -4.10% | Consumer Electronics | PlayStation/Cameras/Entertainment | https://PS5 cycle mature; gaming still solid; slight pullback |
| 37 | Schneider Electric | SU.PA | France | $158.00B | $154.38B | 2.30% | Industrial Tech | Energy management/Automation | https://UP; data center power infrastructure thesis strengthening ⭐ |
| 38 | Arm Holdings | ARM | UK | $145.00B | $150.53B | -3.70% | Semiconductors | Chip architecture/IP licensing | https://Pulled back slightly; royalty model still benefiting from AI chip proliferation |
| 39 | Palo Alto Networks | PANW | USA | $145.00B | $138.27B | 4.90% | Cybersecurity | Network security/Cloud security | https://UP; cybersecurity spend resilient in uncertain macro ⭐ |
| 40 | Adobe | ADBE | USA | $142.00B | $147.80B | -3.90% | Software | Creative Cloud/Acrobat/Marketing | https://AI Firefly integration gaining traction; slight pullback |
| 41 | PDD Holdings (Pinduoduo) | PDD | China | $155.00B | $167.29B | -7.40% | E-commerce | Chinese e-commerce/Temu | https://Temu under regulatory scrutiny in some markets; pulled back |
| 42 | Analog Devices | ADI | USA | $135.00B | $138.40B | -2.50% | Semiconductors | Analog/Mixed-signal chips | https://Industrial/automotive semi stable; defensive positioning |
| 43 | CrowdStrike | CRWD | USA | $133.00B | $131.91B | 0.80% | Cybersecurity | Endpoint security/Threat intelligence | https://Steady recovery post-2024 outage; cloud security demand intact |
| 44 | Xiaomi | XIACF | China | $135.00B | $142.92B | -5.50% | Consumer Electronics | Smartphones/IoT devices | https://EV launch progress; slight pullback |
| 45 | Booking Holdings | BKNG | USA | $162.00B | $166.77B | -2.90% | Travel Tech | Online travel booking (Booking.com) | https://Travel demand resilient; slight pullback |
| 46 | Robinhood | HOOD | USA | $110.00B | $118.44B | -7.10% | Financial Tech | Trading platform/Crypto | https://Crypto winter concerns pulling back ⚠️ |
| 47 | Spotify | SPOT | Sweden | $120.00B | $116.95B | 2.60% | Streaming | Music streaming/Podcasts | https://UP; podcast monetisation strengthening; subscriber growth ⭐ |
| 48 | MercadoLibre | MELI | Argentina | $108.00B | $109.15B | -1.10% | E-commerce/Fintech | Latin American marketplace/Payments | https://LatAm e-commerce steady; fintech penetration continuing |
| 49 | Automatic Data Processing | ADP | USA | $105.00B | $106.14B | -1.10% | Software | Payroll/HR management | https://Defensive HR software; steady in uncertain macro |
| 50 | Foxconn (Hon Hai) | 2317.TW | Taiwan | $100.00B | $102.95B | -2.90% | Manufacturing | Contract electronics manufacturing | https://AI server manufacturing growing; slight pullback |
| Key Themes - March 2026 | |||||||||
| TSMC THE STANDOUT MOVER | |||||||||
| TSMC: +15.7% ($1.538T → $1.780T) - US$250B US investment deal sealed; massive AI chip manufacturing demand; now ranked #6 globally ⭐⭐ | |||||||||
| TESLA SHARP CORRECTION | |||||||||
| Tesla: -20.6% ($1.512T → $1.200T) - Musk brand/political exposure; EV demand softness; robotaxi timeline uncertainty ⚠️ | |||||||||
| ORACLE MAJOR CORRECTION | |||||||||
| Oracle: -31.9% ($616B → $420B) - Cloud growth missed guidance; Stargate hype faded from Jan highs; biggest loser in Top 15 ⚠️ | |||||||||
| BROADCOM PULLBACK | |||||||||
| Broadcom: -13.7% ($1.820T → $1.570T) - Pulled back from Feb highs; custom AI chip design wins intact; medium-term thesis unchanged | |||||||||
| ALIBABA RECOVERY CONTINUES | |||||||||
| Alibaba: +11.2% ($377B → $420B) - China AI (Qwen model) + domestic consumption recovery; moved up to #12 ⭐ | |||||||||
| CYBERSECURITY RESILIENT | |||||||||
| Palo Alto +4.9%; CrowdStrike +0.8% - Security spend proving defensive in uncertain macro; IPE Infrastructure thesis validated | |||||||||
| SEMICONDUCTOR EQUIPMENT UNDER PRESSURE | |||||||||
| Applied Materials -9.1%; Lam Research -7.5%; KLA -1.4% - Semi equipment pulled back with broader chip sector; AI fab buildout medium-term still strong | |||||||||
| APPLOVIN CORRECTION | |||||||||
| AppLovin: -17.4% ($230B → $190B) - Pulled back sharply from Feb highs; still a massive run from Jan; mobile ad platform thesis intact |
The watch list is for informational purposes only and that does not actually represent the actual assets of the Fund
While technology and the innovation that surrounds new technologies has been the flavor of recent years, it has been an area of vast opportunity for decades.
Now, with the world having entered the digital age, digital transformation across all industries is of paramount focus for all boards and CEOs.
This is producing unprecedented opportunities for investors through identifying both successful disruptors and industries where there is significant disruption to traditional means of conducting commercial activities.