BlueBox Global Technology Fund
Download FactsheetDirect Connection is the fundamental change in computing from the 20th to 21st century. It is the way in which computers have escaped from digital isolation and are now free to directly impact an analogue world. And it is changing the world that we live in.
Fund Launched
30 March 2018
Return since Launch (30/09/2024)
222.8%
Annualised Return since Launch
19.7 %
BlueBox Investment Strategy
Direct Connection
We are a technology fund, but we’re not obsessed with technology; we’re obsessed with technology companies. Technology companies that are profitable and create value for their shareholders.
We aren’t chasing the companies that produce the latest exciting device, or disrupt the current market, as these disruptors swing between success and obscurity, and their value follows accordingly. More fail than succeed and we’re not interested in betting on the result.
The companies that we like are those behind every disruptor’s success: the cutting-edge suppliers of semiconductors, hardware, software and services; well run, dependable companies that enable the disruption and take a share of every successful disruptor’s profits; companies whose value keeps climbing, as our fund’s performance will attest.
"We are investing not in technology, but in technology businesses, and these businesses must create value for their outside investors."
- William de Gale