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
INVESTED AMOUNT
7 000 000 USD
TARGET RETURN
15-18%
START DATE
2021-07-05

ABOUT

IAM US Tech Growth fund is an actively managed fund for investors who search for a diversified equity portfolio for long-term investment. Fund‘s goal – to outperform Nasdaq Composite index in the long run.

Strategy – portfolio is constructed from US-listed equities of rapidly growing technology companies and derivative financial instruments related to these equities. Financial leverage and derivative instruments are used to reach maximum returns. Quantitative and qualitative fundamental analyses are combined in order to find companies with the highest growth potential.

Core sectors, where fund invests:

  • Semiconductors
  • Artificial Intelligence and Big Data
  • Fintech, blockchain and payment systems
  • Electric vehicles
  • E-commerce
  • Social media and platform businesses
  • Sharing economy
  • E sports and 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
Vincas Vosylius
Analyst

Vincas Vosylius

Analyst

EXPERIENCE

  • BaltCap – intern
  • SSE Riga Investment Fund – Portfolio manager

EDUCATION

  • Stockholm School of Economics in Riga – Bachelor of Economics

Documents

Important information

Before making an investment decision, it is advisable to not only think carefully about your investment objectives, but also the risks, fees and costs that the fund incurs. Investments can be both profitable and unprofitable – you can lose part or even all of the amount invested. Historical returns do not guarantee future results. The Fund’s investments in foreign markets are affected by currency fluctuations and changes in the political and economic environment. Funds that focus on a single country or sector, or funds that invest in smaller companies, may experience higher value fluctuations or face liquidity challenges. Investing in emerging markets, real estate, currencies, fixed income instruments or alternative investments carries additional risks. Due to the specifics of some funds, higher capital gains payouts are possible than in other investments. You will find more detailed information on risks in the Fund’s prospectus and rules.

For more information related to the fund, please call +370 621 72826 or e-mail info@1am.lt. Please read the prospectus and other documents related to the fund carefully before investing.

Detailed information about the fund and the management company is provided when logging in to the client area.

Before making an investment decision, it is advisable to not only think carefully about your investment objectives, but also the risks, fees and costs that the fund incurs. Investments can be both profitable and unprofitable – you can lose part or even all of the amount invested. Historical returns do not guarantee future results. The Fund’s investments in foreign markets are affected by currency fluctuations and changes in the political and economic environment. Funds that focus on a single country or sector, or funds that invest in smaller companies, may experience higher value fluctuations or face liquidity challenges. Investing in emerging markets, real estate, currencies, fixed income instruments or alternative investments carries additional risks. Due to the specifics of some funds, higher capital gains payouts are possible than in other investments. More detailed information on risks can be found in the Fund’s prospectus and rules. Detailed information on the fund and the management company is provided when logging in to the client area.

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