Meeks Tech Portfolio

Since completing grad school in 1992, I have focused on investing in public tech companies. In fact, I once started and managed six tech mutual funds worth a total $7 billion+ for Merrill Lynch Investment Managers which now is part of BlackRock.

I manage the Meeks Technology Model which is always fully invested (only 5% cash) in approximately 30 stocks that seek to capture the sector’s biggest investment themes. Position sizes tend to be as small as 2% and as large as 5%. I am a “contrarian” technology investor who may be different because I do not chase stocks too far even those shares of companies with bright prospects. Valuation really is relevant.

I manage portfolios through Harvest Portfolio Management, a registered investment advisor based in Isle of Palms (Charleston), SC. I am our co-chief investment officer. Here is the link to our website:Harvest Portfolio Management

Please note that the holdings and allocations are subject to change. Please see the portfolio manager for more details.

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I am a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA). I earned the former in 1996 and the latter in 2021 (yes, I am a lifelong learner). I serve on the board of the CFA Society SC. I am also licensed to sell insurance in SC (and with permission in other states.)

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