MayTech's process looks to industries undergoing disruptive change, then identifies the companies exploiting those opportunities
The MayTech Global investment process is based on our team's observations about the impact of technology on the global economy:
New Solutions to Old Problems
MayTech Global Investors believes the most promising companies are those seeking new solutions to old problems.
As such, the global economy is increasingly characterized by a “winner take all” dynamic, which makes it a vital for investors to be on the right side of the market.
Though not a technology fund, our views about the march of technology inevitably lead us to focus on companies either developing ground-breaking technologies, or using them to broaden and deepen their competitive advantages.
The Pace of Change is Accelerating
Many investors still don’t fully appreciate that we are entering a period of dramatic transformation.
This is happening because, after 50 years of Moore’s Law, the number of transistors on a microchip is incomprehensibly large, leading to ever smaller, faster, and cheaper computing power.
Technologies that seemed like science fiction five years ago are now happening. For example, advancements in areas such as artificial intelligence have the potential to disrupt vast areas of the global economy in ways we are just starting to appreciate.
What does "MayTech" mean?
In Chinese, "MayTech" sounds similar to the term for “beautiful Tai” - a reference to Mount Tai, one of China’s most famous and revered Five Great Mountains. The name "MayTech" symbolizes our belief in the transformative power technology has on our lives and the global economy. MayTech conveys integrity, stability, longevity, innovation and distinction.