Gresham has partnered with Tekne to offer Australian investors access to a Global Technology Fund in the Emerging Markets/Non-US spectrum.
- Tekne Capital Management, LLC (‘Tekne’) is a fundamental equity manager that focuses on investing in technology, media, digital consumer, and telecommunications businesses globally (ex-US).
- Tekne manages a concentrated portfolio of liquid, publicly listed securities (predominantly large caps) and seeks to add value through stock selection informed by systematic and rigorous fundamental analysis of individual equities. Tekne was founded in 2012 by Beeneet Kothari who is its Managing Partner and Principal Portfolio Manager.
- Typically, Tekne will hold 9-12 high conviction stocks on a long only basis. The average market capitalisation of a stock in the Tekne portfolio is US$25bn.1
- The Gresham Tekne Feeder Fund invests into Tekne’s Long Only Offshore Fund (“Tekne Fund”).
- Applications are accepted on a monthly basis via Gresham.iplatforms.com.au, to be received no later than 8 business days before month end. Applications are open to wholesale clients only and are subject to the detailed information memorandum and fund documentation available on Gresham.iplatforms.com.au.
1 Source: Tekne Management.