Artificial Intelligence: An Accelerating Revolution
The revolutionary impact of AI-driven change is already evident in most industries and is accelerating.
Focused on identifying and investing in long-duration, disruptive technologies
Our team believes that:
Composite Inception
06/30/2018
Strategy AUM
$34.4 Million as of 9/30/2024
Benchmark
MSCI ACWI Information Technology Index (Net of Taxes)
Holdings Range
Typically 35 - 45
Institutional Separate Account
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The Technology Equity team consists of two portfolio managers and four global sector analysts who conduct fundamental research in support of the firm’s growth or small cap strategies. Additional analytical support comes from seven other Jennison analysts who support the growth and small cap investment teams. The two portfolio managers average 27 years in the industry and have worked together for the last 18 years at Jennison.
The revolutionary impact of AI-driven change is already evident in most industries and is accelerating.
Jennison’s Global Equity team believes holdings should earn their place in the portfolio every day.
Great growth companies are rare, prized, and often misunderstood. Investors can understand their patterns of performance to make better-informed decisions.
Performance Disclosures: Past performance does not guarantee future results. Performance results are calculated in US dollars and reflect reinvestment of dividends and other earnings. Periods greater than one year are annualized. Please refer to the GIPS presentation for additional details, important performance information and disclosures.