Sector Overview

The Technology sector includes software companies, hardware manufacturers, semiconductor firms, internet platforms, and IT services providers. This sector is driven by rapid innovation, product cycles, and shifting competitive advantages. Our Technology team evaluates business models, competitive moats, and long-term secular trends to identify high-quality companies in this dynamic, fast-evolving space.

Technology Portfolio Manager

Renata Bayazitova

Renata Bayazitova

Technology Portfolio Manager

Technology Analysts

Matthew Celentano

Matthew Celentano

Technology Analyst

Lila Sullivan

Lila Sullivan

Technology Analyst

Mark Costolo

Mark Costolo

Technology Analyst

Charlie Brenneman

Charlie Brenneman

Technology Analyst