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Columbus Circle Investors Institutional Investment Expertise


Technology Portfolio

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Overview Portfolio Manager Fact Sheet

CCI's Technology portfolio will invest in dynamic companies which either invent, produce or use technology in their core business. CCI's universe of technology stocks have a market capitalization range from $200 million and greater. The portfolio is assembled using strict diversification rules and CCI relies on its investment discipline for its outperformance. The goal for this portfolio is to outperform the Lipper Science and Technology Index.

CCI's objective is to have a diversified portfolio of positively surprising stocks:

  • Portfolios Typically Hold 40 to 50 Issues
  • Minimum Initial Investment 1%
  • Maximum Holding Size 5%
  • Minimum of Six Themes
  • Maximum of 25% in any Specific Theme
  • Minimum 80% in Traditional Technology
  • Up to 20% in Innovative Companies
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