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Carmignac
Asset manager Carmignac has just launched Carmignac Portfolio Tech Solutions, an equity fund designed to capitalise on the long-term sustainable opportunities in the global technology space.

The fund has a sustainable investment objective in the European marketplace, classified under Article 9 under the Sustainable Finance Disclosure Regulation (SFDR), the firm said in a statement.

For more than two decades, the tech sector has been a major driving force for equity markets globally. “With artificial intelligence giving birth to new champions and expanding frontiers, the sector is accelerating again, triggering the start of a new technology cycle. Technology is at the heart of environmental and social transitions already at work, making it a true enabler of long-term sustainable growth,” the firm said.

The fund is managed by Kristofer Barrett, manager of the global equity strategy. He is also a stock picker who managed a technology equity strategy from March 2020 to February 2024 before joining Carmignac in April 2024.

Carmignac Portfolio Tech Solutions uses a blended approach, mixing a growth-focused investment strategy with value opportunities. The result is a flexible and concentrated portfolio, investing in companies of all market capitalisations and a bias towards the US and Asia to cover the full innovation value chain, the firm said.