For investors who’d rather own fifteen great businesses than five hundred average ones.
I’m David. I’ve spent years watching a small group of technology companies quietly become the infrastructure that everything else runs on.
Not the flashy ones chasing the next narrative the ones already embedded so deeply into the global economy that removing them would cause genuine disruption.
North Tech Capital is where I write about them.
What I publish
Every week I write about the technology businesses I follow the thesis, the risks, what the market is getting right or wrong, and what I’m watching. It’s free.
On the first of every month the North Tech 15 factsheet is published.
It contains a full breakdown of the portfolio, position sizing, performance attribution, and risk metrics. No black box. Everything visible.
The factsheet together with the North Tech 15 live portfolio is published and tracked in real time on Savvytrader, where you can follow every position and trade as it happens and access the factsheet.
It’s free to join when you click on this link.
How I think about investing
I run a concentrated portfolio. The core is a Nasdaq-100 base, efficient, liquid, low-cost.
The high-conviction positions are weighted with reference to the Philadelphia Semiconductor Index.
These are the companies every hyperscaler, every data centre, and every connected device depends upon.
I stay invested regardless of macro conditions. When headlines create pressure to sell, I go back to the earnings. If the thesis holds, the position holds.
Free Portfolio Access
If you want a free annual pass to see exactly what I own, why I own it, and how it’s performing, click the link below for instant access: