If I were building a 2026 ISA today, I’d start here
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Hi there. Most investors will spend 2026 reacting to headlines. Rates. Elections. AI noise. Market swings. That’s usually how people fall behind. The real work happens before the year starts, when you decide which businesses you want to own through the next cycle and which ones you’re happy to ignore. Lately, I’ve been thinking about a simple question: If I were starting a fresh ISA for 2026, which US tech stocks would I buy first? Not the most hyped names. In today’s article, I walk through three US tech stocks I believe fit that profile, and why they matter more for 2026 than chasing whatever worked in 2025. You can read the full analysis here 👉 Read the article More soon, David |
North Tech Capital
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The traditional fund structure is often too slow, too clunky, and buried under layers of process that do not drive performance. For family offices and sophisticated investors, it has become a "blunt instrument." If you have a high-conviction thesis in mega-cap tech, you cannot afford to wait six months for a fund to launch. You need to move at the speed of the market, not the speed of a committee. This is why Actively Managed Certificates (AMCs) are becoming the standard across the UK and...
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