Themes are the key to understanding which companies will excel and why.
We build and manage this fund around a small number of themes.
To identify these themes, we analyze global trends, problems, and potential solutions—for example, the rise of e-commerce and payment processing or the emergence of 5G and the Internet of Things.
We then look for companies that have traits that mean they’re likely to see durable growth from this theme. These traits might be structural qualities that let them outmaneuver competitors, or other qualities that make them disruptors.Learn more about why we focus on durable growth
Of course, we also look at companies outside of our themes with qualities that support durable growth.
Our themes tend not to change in the short term because they hold up over time — except when events like the global COVID-19 pandemic happen. In that case, we look at not only the shorter-term beneficiaries but also the broader movements likely to unfold over the long term, such as evolutions in diagnostic testing and patient care.