Schroder GAIA Contour Tech Equity is a global equity long/short fund that invests predominantly in the Technology, Media and Telecoms (TMT) sector. The fund targets mis-priced opportunities, seeking to deliver positive returns in all market conditions while limiting downside risk.
Past performance is not a reliable indicator of future results, prices of shares and the income from them may fall as well as rise and investors may not get the amount originally invested.
1Based on Contour Asset Management's tech equity long/short strategy.
2Source: Contour, as at 31 October 2017. Inception to date realized beta has been 83% calculated against Russell 1000 EW Technology TR Index Ticker is R1EWTTR.
3Net of fees, calculated on a NAV to NAV basis. Source: Contour as at 31 October 2017
A continually changing and volatile sector, creating long and short opportunities
A technology sector specialist focused on creating a differentiated view of the sector
Principal & Portfolio Manager
Northwestern, University B.A. in Economics
David Meyer is Founder and Portfolio Manager of Contour Asset Management. Prior to the inception of Contour in 2010, David joined Brummer & Partners in 2004 as a technology analyst covering software and information technology (“IT”) services for Brummer & Partners’ Zenit Fund. In 2005, David became a senior member of the investment team managing the Manticore Fund, which is now solely managed by Contour. Before joining Brummer & Partners, David was an equity analyst within Morgan Stanley’s Investment Management Group from 1998 to 2004, where he was responsible for covering software, IT services, and IT hardware companies. David holds a B.A. in Economics from Northwestern University. Outside of the office, David is an avid skier and tennis player. He lives in Connecticut with his wife and their two children.