The biggest opportunity in equity investments is to look for companies that can compound their earnings over many years or even decades. We emphasize sustainability of growth over magnitude of growth.
Moore’s Law has been one of the most important drivers of productivity and economic growth over the last 50 years.
Global supply chains are fracturing and critical industries like electronics and healthcare will be centered in the future around two distinct US and China centric supply systems.
Our trend-based, thematic investment approach helps us to differentiate between the day-to-day noise in markets and what is truly lasting knowledge that one can accumulate and hopefully provide superior investment insights over time.
The Cloud will be the foundation for the digital transformation of enterprises as we enter the Second Machine Age. Information technology leveraging a Cloud infrastructure is becoming a central and strategic priority for most businesses. This is a fundamental change that will play out over many years.
The roll-out of 5G is the most visible battle ground in the new US-China Tech War. Chinese companies have, through very large investments, gained the upper hand and today dominate the standards that will guide the development of future mobile networks globally.
India has historically struggled to unleash its potential. However, with prime minister Modi a series of important reforms have been implemented to realize this potential. With this background, we see India as one of the best investment stories of the coming decade.