BlueBox Global Technology Fund
The Direct Connection of computers to the real world has enabled the technology revolution of the past 15 years, driving an acceleration in tech adoption simultaneously across all industry verticals. With every other industry investing its excess returns in technology, we expect the IT sector to continue to outperform the broader market as it steals the growth from the rest of the economy. We invest in companies enabling Direct Connection, providing exposure to the most exciting developments in the sector without needing to chase over-hyped themes or invest in over-valued stocks.
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