David Thomas and North Tech Capital

I help long-term investors outperform Wall Street with investment strategies based on the global technology ecosystem.

North Tech Capital is the business behind the development of actively managed cutting-edge global technology indexes.

In the newsletter, I tackle large-cap tech stocks, global macro themes, and anything that influences ‘the tech trade’ every week.

Paid subscribers get exclusive access to The NTC Global Technology Growth Index (PILTECHX), including constituents, purchases and sales, commentary, and position sizes.

There are also community benefits including commenting on posts, discussion threads, notifications of events, and exclusive offers.

NTC Core values

• Liquid assets only - large-cap tech stocks and cryptocurrencies provide the safest way to enter, hold, and exit positions.

• Active management - buy and hold only goes so far, reducing risk and achieving alpha requires a hands-on approach in financial markets

• No shorting or derivatives – shorting and derivatives present an unacceptable level of risk within the context of a buy-and-hold strategy

• Strive for outperformance – remaining independent from the Wall Street noise machine is the best chance of above-average returns

• Methodology agnostic – technical and fundamental analysis go hand in hand as does buying growth at value prices.

• High-quality, global tech businesses – only cutting-edge businesses leading global technology innovation are included in the index

Get the inside track on how North Tech Capital is achieving market-beating returns with high liquidity and actively managed global technology indexes:

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