The Capital High Tech Fund seeks long-term capital growth through investments in Taiwanese-listed, high-tech electronics companies and has been a consistent performer for over two decades.

As a seasoned investor in Taiwan technology, the Manager has established a thorough and repeatable investment process and has accrued considerable sector expertise. The approach emphasizes rigorous research, including industry and company visits and analysis and associated upstream and downstream industries. A structured approach to stock selection with Investment Committee review and approved investments list

According to cited examples, the Manager has a disciplined approach to managing excessive volatility and liquidity in the core holding Taiwan large-cap, semiconductor stocks. This approach involves divesting when specific equities move past fundamental valuation targets and reinvesting in laggards. It is designed to manage risks and volatility even if there is a trade-off in absolute performance.

The team claims to consider 80-100% of ESG factors within its investment decisions, and further assessment is required.

This fund has been reviewed by three industry veterans of the Benchmark judging committee.