Digital marketing

Digital marketing

Promoting products and services electronically, through electronic devices, is imperative for business success.

One key driver of this investment is the desire to capture and use customer data to drive better business outcomes, such as sales conversion and brand awareness.

Many more businesses than ever before are making substantial investments to upgrade their digital infrastructure.

Adobe (ADBE)

Adobe enables digital content creation by providing software tools for creative professionals and marketers.

  • Adobe's revenue visibility is very high, with a majority of its revenues under subscription.
  • We believe the company has some of the highest free cash flow margins in software. These factors should allow Adobe to grow earnings per share by 20% annually over the next three-plus years.

As screen time becomes a core aspect of daily life, some providers stand to enjoy considerable longer-term growth.

screen time

A decade ago, we noticed that how people see their pets had changed. Rover wasn't just there to fetch slippers anymore—he was a bona fide family member—providing certain sectors and companies with long-term advantages.

of pets

Patients' genetic makeup will become integral to diagnosis, treatment, and therapy — and some companies are well positioned to see ongoing growth from it.


With more than 80 million mobile phone peer-to-peer payment users in the United States alone, electronic money transfers, e-commerce transactions, and one-button checkout are taking share from cash and physical credit card payments—and giving companies with certain structural advantages an edge.

e-Commerce and
payment processing

Self-driving vehicles are only in the testing phase; the opportunity for semiconductor companies to supply these markets is already growing at above-market rates.

Autonomous and
electric vehicles

5G technology will improve wireless speeds and let users connect to more devices at once, facilitating the Internet of Things. The rapid growth in connected devices and systems will drive carriers to invest rapidly in 5G networks.

5G connectivity and
the Internet of Things

COVID-19 has driven major changes in consumer-purchasing preferences, human communication, and workflows. We are identifying companies across a multitude of industries that will be beneficiaries once the dust settles.


The demand for cloud computing is on the rise as more businesses find it essential to transition their on-site information technology systems to the cloud.

Our philosophy is simple: growth potential, but make it durable.