The increasing frequency and sophistication of cyber attacks are driving businesses and governments to prioritize cybersecurity, ensuring continuous demand for solutions to protect sensitive data and critical infrastructure.

New technologies including AI and machine learning are rapidly developing and enhancing the effectiveness of cybersecurity solutions. Companies at the forefront of these innovations are likely to see substantial growth and investment returns.

This strategy targets companies that offer hardware, software and services in the cybersecurity field to enterprises, retail consumers and government organizations. This approach ensures a comprehensive exposure to cybersecurity sector.

The portfolio seeks to strike a balance between small and large companies, famous and reasonably valued brand names, promising ideas, and sustainable businesses.

Portfolio Performance

20242025YTD
Portfolio (%)16.160.2621.6732
Annualized ReturnStandard DeviationDividend Yield
Portfolio18.249736945843%18.857717633217%1.35%

Allocation Breakdown

Asset Class


Equity99.54%
Fixed Income0
Commodities0
Cash0.46%

Geo


North America81.82%
Greater Europe4.13%
Asia5.29%
Central/Latin America0

Sector


Aerospace & Defense4.13%
Application Software13.63%
Communications Equipment22.54%
IT Consulting & Other Services
Internet Services & Infrastructure10.83%
Research & Consulting Services4.02%
Semiconductors
System Software44.41%

Top Holdings

Asset ClassWeight (%)
1. Clear Secure Inc10.22%
2. Cisco Systems Inc8.68%
3. NetScout Systems Inc8.16%
4. A10 Networks Inc7.66%
5. F5 Inc6.07%
6. Palo Alto Networks Inc6.02%
7. Fortinet Inc5.80%
8. Radware Ltd5.62%
9. VeriSign Inc5.00%
10. Thales SA4.23%

Related Investments

Expert and Personal Financial Guidance

We offer a personal, calculated plan for your finances. Get in touch to learn how we can help support your family’s future and build a richer life.

Processing...
Thank you! Your subscription has been confirmed. You'll hear from us soon.
ErrorHere