BTEK - There's Much More To Tech Investing Than The U.S. Market

• With a pool of potential non-US technology opportunities that is deeper than the equity benchmarks would suggest, we have continued to find technology opportunities outside the United States.
• We focus on technology firms that have a clear business concentration to allow us to better understand what will drive their sales and earnings, compared with large companies that have quite a few different business lines.
• We may see some near-term market volatility, given the greater economic uncertainty surrounding the pandemic and vaccination efforts worldwide in early 2021.

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