Global – Thematic – All Cap – Concentrated
We believe we are in a period of unprecedented and dramatic change around the world, driven largely by advances in technology. We also see big changes in the global economy driven by the emergence of a whole new class of consumers in places like China and India, and by demographic changes like aging populations in developed markets.
|Ownership||100% Employee Owned|
|Portfolio Manager Experience||Nels Wangensteen: 20+ years|
|Ingrid Yin, Ph.D.: 15+ years|
|Firm Assets as of 4/30/2020||~$290 million|
|Location||New York City|
|Year Firm Founded||2017|
|Investment Style||Global All-Cap Growth (Long Only)|
|Research Approach||Bottom-up, Fundamental|
|Benchmark||MSCI ACWI Index|
|Strategy Inception Date||June 2008**|
|Separate Account Minimum||$1 million|
* Provided for illustrative purposes only. Subject to change at the discretion of MayTech.
* * Prior to 1/1/2017 this strategy was managed at a prior firm(s) by the same portfolio manager and MayTech meets the GIPS portability requirements.