Current Holdings

Click here to download the portfolio spreadsheet. 

 

About

This fund will cover investment opportunities in the technology, media, and telecommunications sector, generating investment theses based on directional trends affecting the TMT space (Internet of Things, net neutrality, cable cutting, etc.). Analysts will be exposed to a number of non-traditional valuation mechanisms, tailored to the unique nature of companies in this space such as total addressable market, customer lifetime value, and monthly active users. Based on the rapidly evolving nature of these innovation-based industries, analysts in this fund will be expected to constantly provide industry coverage and will develop a highly specialized skillset in the world’s fastest growing industry. TMT Fund will have a significant educational component, with frequent lectures on a number of relevant topics, such as venture capital, corporate strategy, professional development, and more.

Fund managers

Sanchana Vasikaran, Srija Nalla, and Bryan Goh