Humanization of pets

Humanization of pets

Pets have become an increasingly important part of the typical household, often receiving nearly the same level of attention, care, and health maintenance as human family members do.

With this theme, we seek to capitalize on the strong and rapidly growing demand for quality pet care.

Preventative-care treatments and testing for companion animals are growing as pet ownership itself grows. Consumer demand for these services is unwavering, and the diagnostic market outside the United States provides another long-term opportunity for growth.

Idexx Laboratories (IDXX)

Idexx is an animal healthcare company specializing in diagnostic testing, including in-office testing kits for veterinarians.

  • The company has a 70% share of point-of-care facilities and has been growing its earnings at double-digit rates.
  • Idexx’s testing kits, components, and supplies — many of which are disposable items — generate a healthy level of recurring revenue.
  • Idexx operates in a three-player oligopoly market, and the company has spent more on R&D over the past five years than its competitors combined.

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

screen time

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

Most companies now recognize that digital marketing's essential for growth—and their investments are driving growth in data-driven tools on social media, mobile applications, email, search engines, and websites.


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.