The investment thesis for BKCH holds that companies utilizing cloud computing and digital companies implementing emerging technology like blockchain can realize increased profitability and appreciation in stock prices over an extended time horizon. BKCH invests in U.S.-listed equities and American depositary receipts (ADRs) of such digital and cloud companies.
The portfolio manager believes these areas represent the future of technological record-keeping and information exchanging which can deliver a durable investment theme for growth equity opportunities and long-term performance.
For more information on BKCH’s investment process and portfolio holdings, click here.
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