Information

TYPE
Open-ended
INVESTOR TYPE
For informed investors only
STRATEGY
Active investing into equities of rapidly growing US listed technology companies and related derivative financial instruments
TARGET FUND SIZE
100 000 000 USD
START DATE
2021-07-05

ABOUT

The Fund invests in publicly traded stocks of fast-growing technology companies. This actively managed Fund is intended for investors looking for a diversified basket of stocks for long-term investment.

The objective of the Fund is to achieve a return higher than the NASDAQ Composite index over the long term.

Strategy – The portfolio consists of shares traded in the United States and derivatives (options) related to them. It combines quantitative and qualitative fundamental analysis to discover companies with high growth potential.

The main sectors in which investments are made:

  • Semiconductors
  • Artificial Intelligence (AI) and Data Management (Big Data)
  • Fintech, cryptocurrencies, and payments
  • Electric cars
  • E-commerce
  • Sharing economy and platforms
  • Social media
  • Internet TV (Streaming)

 

Team

Martynas Kavaliauskas
Board member

Martynas Kavaliauskas

Board member

EXPERIENCE

  • OTCex Group – CEO of NY office
  • Aurel Leven, BGC (France) – OTC Brokerage
  • Société générale CIB – Fixed income trading

EDUCATION

  • Université Panthéon Assas (Paris II) – Master of Banking and Finance
  • Concordia Business School – International business, bachelor studies
Lukas Mielinis
Investment Associate | Hotels Fund

Lukas Mielinis

Investment Associate | Hotels Fund

EXPERIENCE

  • INVL Asset Management – Financial analyst

  • SB Asset Management – Analyst

EDUCATION

  • ISM University of Management and Economics – Bachelor, Finance

IAM US Tech Growth Fund

Documents

Important information

DISCLAIMER: The information presented is not an offer to buy or sell investment units. Investment decisions or future financial return forecasts cannot be made based on it. Before deciding to invest, it is advisable not only to think carefully about your investment goals but also to evaluate the risks, taxes, and expenses incurred by the Fund. The final information on the conditions is provided in the Fund’s prospectus and rules. You can only make investment decisions based on this information and your analysis.

The value of investments can both rise and fall, which is why large fluctuations in the value of investment units are possible during the Fund’s operation period. This product does not provide any protection against future market performance and you may lose some or all of your investment. Past performance is no guarantee of future performance. The fund’s investments in foreign markets are affected by currency fluctuations and changes in the political and economic environment. Funds that concentrate on a single country or sector, or funds that invest in smaller companies, may experience greater fluctuations in value or face liquidity challenges. Investments in emerging markets, real estate, currencies, fixed-income instruments, or other alternative investments carry additional risks. Due to the specifics of some funds, higher capital gain payouts are possible than in other investments. More detailed information on risks can be found in the Fund’s prospectus and rules.

For more information related to the Fund, contact e-mail by mail info@1am.lt. Please read the Fund’s rules, prospectus, and other related documents carefully before investing.

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