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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