- Carmignac has launched the Carmignac Portfolio Tech Solutions fund, an SFDR Article 9 strategy managed by Kristofer Barrett.
- Barrett, previously at Swedbank Robur, will manage the fund focusing on sustainable long-term investments in technology companies.
- The fund targets companies with superior management, innovative products, and solutions for a changing world.
- The strategy invests in US and Asia markets across all market caps, with a minimum investment horizon of five years.
- Maxime Carmignac praises Barrett’s stock-picking abilities and consistent outperformance, highlighting the fund’s selective approach to tech investments.
Carmignac Launches Article 9 Tech Fund
Carmignac, a prominent player in the investment management industry, has recently made waves with the launch of the Carmignac Portfolio Tech Solutions fund. This new fund falls under the SFDR Article 9 category, emphasizing long-term sustainable investments in the technology sector. The fund, domiciled in Luxembourg, is set to be managed by Kristofer Barrett, who brings a wealth of experience to the table.
Kristofer Barrett: The Man Behind the Strategy
Kristofer Barrett, the head of global equities at Carmignac, is no stranger to the world of investment management. With a background that includes nearly two decades at Swedbank Robur, Barrett has honed his skills as a senior portfolio manager. Notably, he successfully managed the Swedbank Robur Technology fund from 2020 to 2024, overseeing assets exceeding $15 billion. During his tenure, the fund achieved an impressive 13.8% annualized excess return compared to the tech category average, showcasing Barrett’s knack for delivering consistent outperformance.
The Vision for the Tech Fund
Barrett’s vision for the Carmignac Portfolio Tech Solutions fund is clear – to capitalize on the growth opportunities presented by the technology sector while maintaining a sustainable investment approach. The fund aims to invest in companies with strong management teams that offer innovative products and solutions for the evolving world. With a focus on both US and Asian markets, the strategy spans across all market capitalizations, providing a diversified exposure to the tech landscape. It is designed for investors with a long-term horizon of at least five years and carries a moderate risk rating of five out of seven on Carmignac’s risk scale.
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Carmignac’s Endorsement and Future Outlook
Maxime Carmignac, the CEO of Carmignac UK and head of strategic product development, has expressed confidence in the new tech fund. Highlighting technology as a core investment theme for Carmignac, he believes that Kristofer Barrett is well-equipped to steer the fund through the dynamic tech landscape. Carmignac emphasizes Barrett’s track record of superior stock-picking abilities, which have translated into consistent outperformance across various market conditions. The launch of the Carmignac Portfolio Tech Solutions fund represents a strategic move to offer clients exposure to the potential tech champions of tomorrow through a meticulously selective investment approach.
The launch of the Carmignac Portfolio Tech Solutions fund marks a significant milestone for Carmignac as it continues to expand its product offering in alignment with evolving market trends. With Kristofer Barrett at the helm and a clear vision for sustainable tech investments, the fund is poised to attract investors seeking long-term growth opportunities in the technology sector.
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