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Rahul Narang's tech fund has gotten top marks for risk-adjusted returns for 2 years running. He's done it in part by focusing on stocks that other investors won't touch. (CMTFX, AAPL, AMZN, AVGO,...

Rahul Narang's tech fund has gotten top marks for risk-adjusted returns for 2 years running. He's done it in part by focusing on stocks that other investors won't touch. (CMTFX, AAPL, AMZN, AVGO,...
Columbia Threadneedle Investments



Rahul Narang runs one of the best-performing tech funds over the last five years, the Columbia Global Technology Growth Fund.




His strategy has been to focus on the two ends of the tech market — the most and least expensive stocks; over time, both have performed better than those in the middle, he told Business Insider.




Narang's fund is built around three big components: companies with so-called moats; underappreciated, value stocks; and those that are capitalizing on the big themes in tech.




In the value area, he likes several semiconductor stocks, in part because they're likely going to benefit from some of the emerging trends.




Visit Business Insider's homepage for more stories.



In tech investing, many fund managers stay well clear of value stocks.
Rahul Narang likes to buy them up.
Like many tech investors, Narang, who runs the Columbia Global Technology Growth Fund, spends a good deal of time — and dedicates a big portion of his fund's portfolio — to the in-demand stocks, whether the technology giants or the up-and-comers. But unlike many of his peers, Narang also reserves a sizable portion of his fund for some of the cheapest stocks in the technology world.
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