NORTH TECH CAPITAL

Independent research on global technology equities

The North Tech 15

Real Money. Real Time. Total Transparency.

Since August 5th 2024 I’ve run a live, concentrated portfolio of fifteen technology businesses. Not a backtest, not a hypothetical, a real-money demonstration of independent research action.

An index wants you to own everything. I own no more than fifteen companies I’d be comfortable holding through anything. Businesses that own the silicon, the infrastructure, and the data that the rest of the global economy runs on.

The performance since inception is publicly visible and independently tracked on Savvytrader. Nothing is hidden.

What subscribers get:

  • Full visibility of the North Tech 15 portfolio every position, every weighting, every rationale.
  • A monthly PDF factsheet delivered on the 1st, full performance attribution, position sizing, and risk metrics.
  • Real-time trade updates via Savvytrader the moment anything changes.
  • Access to the subscriber community as it grows.

North Tech 15 – One Year – £299

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