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Godziek Champions Deeptech Investments with $414M Fund

4/1/2025

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Summary

Story summary

Tomasz Godziek, leading thematic equities at J Safra Sarasin, champions 'deeptech' investments through his $414 million Tech Disruptors Fund. He emphasizes enduring technologies such as cybersecurity, innovative semiconductor designs, and quantum computing, steering clear of fleeting AI fads. With a focused portfolio of 37 stocks, Godziek is committed to fostering long-term growth.

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Story summary

Tomasz Godziek, leading thematic equities at J Safra Sarasin, champions 'deeptech' investments through his $414 million Tech Disruptors Fund. He emphasizes enduring technologies such as cybersecurity, innovative semiconductor designs, and quantum computing, steering clear of fleeting AI fads. With a focused portfolio of 37 stocks, Godziek is committed to fostering long-term growth.