Innovation Investment Solutions

Benefit from owning innovation companies that are building technology for tomorrow's businesses and consumers

Investment Focus

Artificial Intelligence

Demand for practical AI applications is growing as companies and individuals continuously seek productivity gains from software and systems

Online Advertising

As a result of consumers spending more time online, particularly on their smart phones, digital channels continue to capture market share for advertising dollars

E-Commerce

E-Commerce adoption will continue to trend higher as consumers become increasingly comfortable transacting online

Cloud Computing

Cloud technology continues to grow because it allows corporations to scale and outsource important functions like data recovery, security, and network management

Software

Companies continue to add new applications to streamline functions across areas such as design, customer relationship management and IT services

Overview

Type:
Thematic Equity
# of Holdings:
25-35
Earliest Fund Inception:
2018
Management Style:
Active
Innovation Lead:
Shane Obata
Industry Advisor:
Paul Sagawa

Strategy Description

Middlefield’s innovation equity strategies are designed for investors seeking income and growth. Investors can access well-diversified portfolios of leading global companies benefiting from technology-enabled products and services. Portfolios provide exposure to disruptive technologies and global megatrends which have the potential to transform entire industries. Investors in the Funds have exposure to significant growth potential in areas including artificial intelligence, online advertising, E-commerce and software.

Availability

Available Innovation Solution Types

  • ETFs
  • Mutual Funds
  • CEF
  • Split Share

Strategy Characteristics

Our Innovation Solutions Aim to Deliver Superior Returns Relative to their Investment Risk

01

Active Management

02

Future Technologies

03

Growing Yields

04

Global Tech Businesses

05

Exclusive Industry Advisor

06

Market Leading Companies

Invest With Us

Our funds can be bought through your brokerage account or financial advisor

Ways to Invest

Portfolio Advisors

Our Innovation Sector Specialists

Shane Obata
Portfolio Manager
Headshot of Robert Lauzon
Robert F. Lauzon
Managing Director and Chief Investment Officer

Frequently Asked Questions

Why should investors add Innovation investments to their portfolios?

Innovative tech companies have exponential growth potential because they produce disruptive technologies that have the potential to transform entire industries.

Why should I add Innovation investments to my portfolio right now?

Areas with significant growth potential in areas such as artificial intelligence, online advertising, E-commerce and software and well-positioned to surprise to the upside now that tech valuation multiples have deceased significantly and expectations have moderated.

Why buy Middlefield Innovation solutions?

  • Middlefield’s innovation equity strategies are designed for investors seeking income and growth
  • Access to well-diversified portfolios of leading global companies benefiting from technology enabled products and services
  • Exposure to disruptive technologies and global mega trends that have the potential to transform entire industries
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Get in Touch

Have questions about our Innovation solutions?

Whether you have specific fund inquiries or general questions, our team would be glad to help you.

Contact Us
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