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 a high-conviction
core-satellite strategy 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 funds. We utilise a core-satellite architecture, anchoring the portfolio in a liquid Nasdaq-100 base enhanced by high-conviction exposure to Sovereign Gatekeepers; mission-critical entities owning the essential infrastructure of the digital economy.
The solution
North Tech Capital is the Strategy Sponsor for a high-conviction mandate delivered via a professionally managed Actively Managed Certificate (AMC). This exchange-listed vehicle provides professional allocators with a transparent, institutional gateway to our proprietary mega-cap tech Core-Satellite research.
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