We're In The Right Place

“I like a state of continual becoming, with a goal in front and not behind.”

George Bernard Shaw

Maybe George was talking about markets when he wrote that.  Technology and Healthcare are two sectors that never reach a finish line.  They evolve, adapt, and reinvent themselves. That is why they remain the foundation of our L.O.R.D.S. Strategy.

Our recent research via Morningstar's Fund Screener confirmed that 20 of the top 21 mutual funds that have been around for at least twenty years are predominantly invested in technology or healthcare.  That is why we believe they will lead long‑term performance, and it reflects a long‑term pattern in the most durable, best‑performing funds concentrated in the sectors that drive innovation, productivity, and medical advancement.  The L.O.R.D.S. Strategy maintains an 80% allocation to technology and healthcare.

This same trend shows up in federal investment data.  On their website, The White House has highlighted major commitments from the most recognizable companies in the world, and nearly all of them are pouring capital into technology or healthcare. META, NVIDIA, Amazon, IBM, and TSMC are investing heavily in U.S. manufacturing, AI infrastructure, semiconductors, and cloud technology.  On the healthcare side, companies like Johnson & Johnson, Eli Lilly, Gilead, and Merck are expanding research, diagnostics, and advanced manufacturing.  These are large-scale, long‑term investments from industry leaders who are shaping the future of both sectors.

Our Fidelity L.O.R.D.S. Strategy reflects this.  These funds hold many of these companies, which means we directly participate in the innovation and expansion they’re driving. When NVIDIA commits $500 billion to AI infrastructure, or when Johnson & Johnson expands its research footprint with a commitment of $57 billion, our funds benefit.

The state of continual becoming captures the world we’re investing in.  Technology and healthcare don’t stand still, and neither does the capital flowing into them.  These sectors continue to attract the largest investments from both private industry, federal government, and even foreign countries, as they remain the core of the most successful funds in the market.  The evidence continues to point in the same direction; as innovation leads, capital follows, and patient investors benefit.

Technology and healthcare never “finish.”  They evolve, advance, and reinvent themselves constantly. This constant state of becoming is exactly why they continue to lead global growth and why they remain the foundation of the L.O.R.D.S. Strategy.  We stay invested where progress is built.

If you or someone you know are interested in continuing to build and innovate towards becoming that best version of yourself, please don't hesitate to contact us––we're here to assist.

Sincerely yours,

Samuel Schaeffer