Meanwhile, the remainder of the fund's portfolio remains diversified through attractive companies in other sectors. This lets BKCG ride tech momentum, including AI growth, while not being beholden to the sector to see results. What BKCG brings to a portfolio extends far beyond its tech holdings. As the fund's title implies, BKCG utilizes a buy and hold strategy to invest in a concentrated portfolio of large-cap companies with compelling long-term potential. The fund's portfolio team evaluates companies base ...