A transparent review of how the Global Tech 15 performed in 2025, what worked, what didn’t, and the lessons that matter as markets shift toward greater selectivity.
Main Content
Portfolio
The Global Tech 15 is a concentraed, long-only, mega-cap tech portfolio.
Investment Objective
To acheive capital growth over a five year period net of fees above the S&P 500.
Investment Strategy
Between 12-15 of the most ambitious, innovative global tech businesses in public markets.
Performance
Inception to date: 55.84% v S&P 500 (SPY): 32.90% as at 10th February 202.6
