Grounded
in Discipline.
INVESTING IN
INNOVATION.
THE FIRM
Science & Technology Partners is a fundamental long-biased hedge fund focused on exceptional growth companies benefiting from differentiated innovation, disruptive technologies and proprietary intellectual property.
The founder
Erika Klauer
Erika Klauer began her career as a global semiconductor research analyst at Salomon Brothers and later at Deutsche Bank Alex. Brown. She went on to join Jennison Associates, where she spent 24 years as an analyst and portfolio manager, expanding her coverage of semiconductors to the broader technology sector.
At Jennison Associates, Erika launched the firms’ technology strategy, PGKRX, and joined the firm’s flagship large cap growth product as portfolio manager in addition to her senior research responsibilities.
Widely regarded as a thought leader in technology investing, Erika brings deep domain expertise and a long-term perspective to innovation-driven growth strategies. On July 8, 2024, she founded Science & Technology Partners, a fundamental, research-driven hedge fund focused on technology and healthcare.
Strategy
Science & Technology Partners
Long-biased hedge fund focused on best-in-class growth companies within the technology and healthcare sectors. We invest in companies with durable growth potential over a three-to-five-year horizon, driven by fundamentals rather than broader market fluctuations.
Investment Strategy
Proprietary stock-selection process
Repeatable, research-driven, focused on best-in-class healthcare and technology at attractive valuations
Concentrated long book
Top 10 positions ~ 70 % of portfolio
Proprietary 3-5-year models
Longer-term perspective than peers, supporting disciplined conviction
Long-term capital appreciation
Use market volatility and share price dislocation to build on core positions
Opportunistic,
alpha-generative short book
Targets weak fundamentals, poor competitive positioning and clear downside risk
Investment Strategy
Proprietary stock-selection process
Repeatable, research-driven, focused on best-in-class healthcare and technology at attractive valuations
Concentrated long book
Top 10 positions ~ 70 % of portfolio
Proprietary 3-5-year models
Longer-term perspective than peers, supporting disciplined conviction
Long-term capital appreciation
Use market volatility and share price dislocation to build on core positions
Opportunistic,
alpha-generative short book
Targets weak fundamentals, poor competitive positioning and clear downside risk
Insights
The Intelligence Revolution:
How AI Is Redefining Value Creation Across Industries
Contact
Let’s Connect
Reach out to learn more about Science & Technology Partners.
Location
660 Steamboat Rd, 3rd Floor
Greenwich CT 06830