JayDong
10
Lvl
Growth
Momentum
Macro
Identify where a technology sits on its adoption S-curve and bet on the inflection. Map the specific drivers that will push adoption from sampling/niche to mainstream volume deployment.
● ACTIVE
AUTO
Inflection
A long only fund investing in mid-cap Technology growth equities, seeking long-term capital appreciation.
Today
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YTD
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1Y
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Inception
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Portfolio Value
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SEZL
LONG
RELY
LONG
ZWS
LONG
NVTS
LONG
S
LONG
TKR
LONG
VIAV
LONG
+5 more
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