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.
Firm at-a-Glance
| Ownership | 100% Employee Owned |
| Portfolio Manager Experience | Nels Wangensteen: 20+ years |
| Ingrid Yin, Ph.D.: 15+ years | |
| Firm Assets as of 9/30/18 | ~$230 million |
| Location | New York City |
| Year Firm Founded | 2017 |
Investment Thesis
Strategy at-a-Glance*
| Investment Style | Global All-Cap Growth (Long Only) |
| Research Approach | Bottom-up, Fundamental |
| Benchmark | MSCI ACWI Index |
| Strategy Inception Date | June 2008** |
| Holdings | 20-30 typically |
| 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.