In the world of mega-cap tech investing, the “wrapper” is as important as the strategy. This post explores how off-balance sheet AMCs and orphan SPV structures protect against counterparty risk, ring-fenced from issuer insolvency.
Main Content
Quality | discipline | value
We are a specialist investment research firm delivering
exchange traded certificates across European capital markets
For professional investors only
Solutions
Access mega-cap tech in European capital markets
The strategy
At North Tech Capital, we reject the “index-hugging” nature of traditional technology funds. Our strategy is built on the belief that superior risk-adjusted returns are generated through extreme concentration in businesses that own the critical infrastructure of the digital economy. We call these entities Sovereign Gatekeepers.
The solution
North Tech Capital acts as the Strategy Sponsor for the North Tech 15, a high-conviction mandate implemented through a professionally managed Actively Managed Certificate (AMC). This structure is designed to provide a transparent, exchange-listed gateway for professional allocators to access our proprietary technology research.
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