“We look at four areas where the internet is
having the most impact - media, commerce,
infrastructure and communications. We try to identify the best investment opportunities
that should benefit from the internet, either as a catalyst, or as an avenue for these industries to develop.”
Jacob Internet Fund
Aiming at the unique investment opportunities offered by the Internet, the Jacob Internet Fund seeks to achieve long-term growth of capital by investing in companies that derive their revenue from Internet-related businesses. The portfolio manager Ryan Jacob is looking for companies with good management teams with experience, a barrier to entry in their business and companies trading at reasonable valuations relative to their growth.
We handle the overall portfolio risk by keeping position sizes in check, and keeping that diversification between growth and value.
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