We live in an exciting time where technological change is accelerating globally, creating billions of new consumers, and disrupting traditional industries. This landscape is increasingly creating a "winner takes all" business climate.
Innovative ideas are replacing capital and labor as the most critical factors of production.
The global economy has become "winner takes all".
The pace of change is accelerating .. and investors have not recognized it.
Let winners run the portfolio.
Identifying global structural changes
MayTech’s investment process begins with a top-down view of the world that identifies key global structural changes, enabling us to prioritize our research focus with intensive, fundamental, bottom-up analysis.
Narrowing
our focus
Our investment fund managers then look for industries with large, addressable markets undergoing change – retail, media and software are good examples of industries that are being radically transformed by technology. We see healthcare and financial services as industries where the transformation is just beginning.
Final bottom-up analysis
From there, we analyze industry structure and the competitive environment to gain an understanding of where the most value is being created in the supply chain, and how that might change. This includes not only studying the relationship between competitors, suppliers, and customers, but also the threat of new substitute products and new entrants. After identifying a focus list of companies, we undertake a bottom-up analysis to help us understand the company’s valuation relative to the opportunity and its peers.
Creating a concentrated portfolio
Top down and bottom up are equally important in MayTech’ s approach. We seek to invest in those companies recognizing and taking advantage of large scale secular changes in the global economy that MayTech believes are best poised for spectacular growth.
MayTech Global respects your privacy as a visitor to our website (the "Site"). It is important for you to understand what information we collect about you during your visit and what we do with that information. Your visit to this Site is subject to this "Privacy Policy" and our Terms of Use. By visiting this Site, you agree that we may collect, disclose and use information about you except as expressly provided below. You should review this privacy policy carefully, and if you do not agree with our practices you should not visit this Site.
The Types of Information We Collect About You
When you visit and browse the Site or otherwise interact with MayTech, we may collect information about you: information you provide to us, and information that we collect by using "cookies" and other technological means.
Information You Provide To Us
In order to obtain access to certain information or services provided via the Site, you may have to provide information that we may collect and store in a way that allows us to relate it to you personally, including but not limited to your name, e-mail address, address, phone number, fascimile number and investor status. We refer to such information as personally identifiable information. Like many other web sites, we actively collect personally identifiable information from our visitors by various means, including asking questions on this website and permitting you to communicate directly with us via e-mail.
Information We Collect Through Other Means
When you visit this Site, you may be assigned a permanent "cookie" (a small text file) to be stored on your computer's hard drive. We and other companies use cookies for a variety of purposes. For instance, when you return to our Site after logging in, cookies provide information to the Site so that the Site will remember who you are.
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We also collect certain technical information from your computer each time you request a page during a visit to this Site. This information may include the Internet protocol (IP) address used to connect your computer to the Internet; computer and connection information such as browser type, version, and time zone setting, browser plug-in types and versions, operating system, and platform; the full Uniform Resource Locator (URL) clickstream to, through, and from our Site, including date and time; cookie number; and the phone number you used to call us. We may also use browser data such as cookies, or similar data on certain parts of our Site for fraud prevention and other purposes. During some visits we may use software tools such as JavaScript to measure and collect session information, including page response times, download errors, length of visits to certain pages, page interaction information (such as scrolling, clicks, and mouse-overs), and methods used to browse away from the page.
We may use this information to measure Site activity, to develop ideas for improving our Site, and for any other purpose. We may freely share this information with others so long as it is not personally identifiable information.
How We Use Personally Identifiable Information
We may store your personally identifiable information and use it for marketing, research and other business purposes, and we may associate your personally identifiable information with other information we collect about you, such as details about your usage patterns and interests.
Additionally, sometimes we hire companies to provide services to us. In those instances, there is sometimes a need to share your information with such companies. Sometimes we also work with other companies who help either gather your information or communicate with you. However, we will not sell your information to any other business without your consent except as necessary for you to continue to receive the benefits of any program or service you specifically request. We may also disclose any information we deem necessary, in our sole discretion, to comply with any applicable law, regulation, legal process or governmental request.
As we continue to develop our business, we might sell or buy entities, subsidiaries, or other business units. In such transactions, visitor information generally is one of the transferred business assets but remains subject to the promises made in any pre-existing Privacy Policy. Also, in the event that MayTech, or substantially all of its assets are acquired, visitor information will of course be one of the transferred assets.
Protection of Information; No Guarantee of Security
We endeavor to protect your personal information. We use both technical and procedural methods to maintain the integrity and security of our databases, including firewalls. However, we will not be responsible for or liable in connection with any loss or disclosure of your personal information, other than disclosures that we knowingly make in violation of this Privacy Policy.
Links
This website may contain links to or from other websites. Please be aware that we are not responsible for the privacy practices of other websites. This Privacy Policy applies only to the information we collect on this Site. We encourage you to read the privacy policies of other websites you link to from this Site or otherwise visit.
Changes to this Privacy Policy
We may revise this Privacy Policy from time to time. If we decide to change our Privacy Policy, we will post the revised policy here.
Comments
If you have any questions, comments or concerns about our privacy practices, or if you wish to request access to, correct or delete any personal information that you have provided to us, please contact us at:
Mail:
MayTech Global Investments
950 Third Ave, 18th Floor
New York, NY 10022
Email: info@maytechglobal.com
Individuals who access the information made available on MayTech Global’s website (the “Website”) agree to the following. All references to “MayTech” shall include MayTech Global and any affiliates, and their respective directors, officers, members, partners or employees.
For Information Only
The information contained herein does not constitute a distribution, an offer to sell or the solicitation of an offer to buy any securities in any jurisdiction in which such distribution or offer is not authorized, is contrary to local law or regulation or that would subject MayTech to any registration requirement within such jurisdiction. In particular, the information herein is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities in the United States ("US") to or for the benefit of any US person (being residents of the US or partnerships or corporations organized under the laws of the US). No information in this Website constitutes investment, legal, tax or other advice nor is it to be relied upon in making any investment decision. Subscriptions for share or units in any MayTech portfolios or funds will only be made on the basis of the current prospectus or offering circular (or other offering document) for the relevant fund.
Risk Factors
Our strategies are available only to qualified investors who have reviewed detailed information concerning investment terms and risks. These risks include, among others, the following:
Investment Performance
There is no assurance that MayTech or any investment strategy will meet its investment objectives or target returns or achieve performance in line with past results. Investors should seek financial advice regarding the appropriateness of investing in any securities or investment strategies discussed or recommended in this website and should understand that statements regarding future prospects may not be realized. Investors should note that income from such investments fluctuates and prices or values will rise or fall, causing gains or losses. PAST PERFORMANCE IS NOT NECESSARY A GUIDE TO FUTURE PERFORMANCE.
Investment team
There is no assurance that the persons referenced herein will continue to be involved with investing for a particular strategy or account, or that other persons not identified herein will become involved with investing assets for the Manager or assets of a strategy or account at any time without notice.
No Warranties
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Proprietary Rights
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Use of Links
This website may contain hyperlinks to websites operated by other parties. MayTech does not control the content or accuracy of information on such websites and does not otherwise endorse the material placed on such sites. The hyperlinks are provided for your reference only.
Governing Law and Jurisdiction
These terms and your use of the Website shall be governed by the laws of the United States of America and the State of New York without regard to its conflicts of laws principles. Any legal proceeding or action related to this Website shall be brought exclusively in a federal or state court of competent jurisdiction sitting in New York.
The terms and conditions above relate only to the Website and are subject to change without notice.
October 2022