North Tech Capital Monthly Briefing
A deeper view of tech and AI investing.
Get a long-form briefing every month that breaks down the forces shaping mega-cap technology, the AI economy, and the global markets.
This isn’t a list of stock tips or trade ideas. It’s the investment thinking behind the Global Tech 15 portfolio and the structural trends shaping the world’s largest companies.
The Monthly Briefing is designed for investors who want clarity, confidence and a long-term process, not predictions or noise.
What you get each month
One comprehensive briefing each month that includes:
Performance and positioning: the latest returns and how the Global Tech 15 is allocated, along with any changes made during the month.
The thinking behind the portfolio: the ideas and structural forces in technology and markets, and how they influence investment decisions.
The key themes shaping the industry: a break down the major technological shifts and developments across artificial intelligence, cloud, data and platform economics.
Allocation rationale: when positions are adjusted an explanation why. The Monthly Briefing gives you a clear window into the process, not just the output.
Each briefing is delivered by email and as a downloadable PDF for easy reading.
Why publish this
Most investment commentary is driven by prediction and short-term market noise.
The Monthly Briefing ‘s focus is on understanding the companies building the digital infrastructure of the future and staying invested through the cycles. The Monthly Briefing is where that thinking is shared at a deeper level.
If you follow the Global Tech 15 or want to build conviction in long-term investing, this briefing will feel like a natural fit.
For serious investors only
The Monthly Briefing isn’t for everyone. It’s designed for people who want:
- long-term perspective,
- clarity instead of stress,
- and thoughtful commentary.
No hype. No trading calls. No gimmicks.
Just a disciplined investment process and the reasoning behind it.
A subscriber-only benefit
Premium subscribers get a permanent 25% discount on the annual SavvyTrader plan, which includes real-time portfolio access and execution.
This is optional, the Monthly Briefing stands on its own, but it’s available when you want it.
Pricing
£10 per month or £99 per year
Cancel anytime.
Join the Monthly Briefing
If you want deeper insight into the world’s most important companies and the long-term forces shaping technology, the Monthly Briefing is for you.
It’s the clearest way to follow the Global Tech 15, understand the portfolio and stay focused on the long term.