

AI-Enhanced Technology Strategy*
Five-Year Historical Performance | Monthly updated
The AI-Enhanced Technology strategy seeks to outperform the iShares Global Tech ETF (IXN). Our Deep Reinforcement Learning framework dynamically identifies leading innovators and emerging opportunities across the sector, optimizing portfolio allocation and execution to enhance long-term risk-adjusted performance.
Performance

Artificial Intelligence Solution
At the heart of this AI solution is Deep Reinforcement Learning (DRL), a state-of-the-art branch of AI that represents a significant leap forward in how investment strategies are developed and executed. DRL employs deep neural networks to process and analyze vast amounts of market data, learning to identify complex patterns and predictive signals over time. Through a continuous cycle of actions and rewards, the DRL agent refines its strategies, optimizing for performance in an iterative, long-term learning process. This approach enables the system to adapt and evolve in response to changing market conditions, ensuring strategies remain relevant and effective. For a more detailed explanation, refer to the Investment Approach section.
Covered Sectors
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Application Software
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IT Consulting & Other Services
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Data Processing & Outsourced Services
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Internet Services & Infrastructure
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Technology Hardware, Storage & Peripherals
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Semiconductors
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Communications Equipment
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Electronic Equipment & Instruments
Yearly History Net of Fees
Year
Strategy Net Asset Value (NAV)
iShares Global Tech ETF (IXN)
Annual
Annual
Cumulative
Cumulative
2021 | 37.71% | 37.71% | 20.58% | 20.58% |
2022 | -18.86% | 11.73% | -29.87% | -15.43% |
2023 | 50.25% | 67.88% | 52.99% | 29.39% |
2024 | 36.48% | 129.12% | 24.84% | 61.52% |
2025 | 33.83% | 206.64% | 24.13% | 100.50% |
2026 | 11.06% | 240.56% | 16.26% | 133.10% |
Key metrics
Net Annualized Performance
YTD | 11.0% |
1 Year | 51.7% |
3 Years | 34.7% |
5 Years | 27.8% |
Holdings | 19 |
Current yield | 0.9% |
Price/Earnings | 40.0 |
Excess Return 3Y* | 3.0% |
Excess Return 5Y* | 9.3% |
Current Holdings (top 5)
Ticker
Company
%
AAPL | Apple Inc | 14.7% |
STX | Seagate Technology Holdings | 6.0% |
TDY | Teledyne Technologies Inc | 5.8% |
SAP | Sap Se-Sponsored Adr | 4.6% |
GLW | Corning Inc | 4.2% |
Interested in investing in this strategy?
* Disclaimer: Performance information is provided for informational purposes only and does not constitute a guarantee of future results. Returns are based on a combination of backtested simulations and limited live performance, have not been audited by an independent third party, and are net of assumed management fees of 1.5% per annum. Past performance is not indicative of future results. This material does not constitute a public offering of securities or an investment recommendation. Investments involve risks and may result in capital losses. Performance data as of February 27, 2026.