MayTech Global Investments’ Post

Last month, we had the pleasure of speaking with Zack Cziryak at Emerging Manager Monthly as a part of its June 2024 issue, discussing innovations' role in our core investing themes. Thank you to EMM for covering us over the past 7 years, it's incredible to see the growth from our first conversations. Find out more about what we discussed: https://lnkd.in/gEmUz_U4

It's our Sweet Sixteen! On June 1st, the MayTech Global Growth Strategy track-record surpassed another milestone celebration. Thank you for being on this journey with us.

Last weekend, COMPUTEX TAIPEI showed the world the roadmap of future computing beyond #Blackwell.   Utilizing NVLink and CUDA (Compute Unified Device Architecture), the Blackwell #GPU demonstrated an unprecedented advancement in computing power, achieving over 1000 times the capability demonstrated just eight years prior.   The next generation Rubin AI chips harness #parallelcomputing to move past the restrictions imposed by Moore's Law, indicating data center capabilities will continue to expand. This confirms our belief that #AI is just at the beginning.

#Hacking is blind to industry and will increase in frequency amidst the emergence of #AI. That makes artificial intelligence a crucial consideration when thinking about #cybersecurity. Companies should prioritize their IT budget in order to secure data as a means of avoiding these pitfalls. Productivity and efficiency mean little amidst complete disruption: https://lnkd.in/gtASWmjm

We're #Hiring! We accept applications on a year-round, rolling basis. For specifics, check out our Jobs page, currently featuring our Equity Research Internship: https://lnkd.in/grvYzYrS

Our co-founders and co-Portfolio Managers, Nels Wangensteen and Ingrid Yin, Ph.D., at the SALT iConnections Conference earlier this week.   Thank you all for coming out and contributing to productive conversations on #MayTechGlobalInnovation and #MayTechGlobalGrowth strategies! We look forward to continuing our discussions.

It's an honor to have received both the one-star and two-star awards from Zephyr PSN for our Global Growth Equity Strategy. This means we had one of the top ten returns for both the quarter and the year. Read our press release to learn more: