Viral effects

Viral effects

The Covid-19 pandemic brought significant change in areas such as consumer-purchasing preferences, human communication, and workflows.

We focus on identifying long-term beneficiaries in a post-pandemic world.

For example, many businesses that have been resilient and strong during the crisis have become even stronger, taking market share and further cementing their competitive moats.

STOCK
Danaher (DHR)

Danaher develops leading-edge diagnostic tools.

  • Diagnostic testing for all types of viruses will become more prevalent as open economies and free movement of people will need to be balanced with safeguards against infectious diseases.
  • Several of Danaher's portfolio companies, such as Cepheid, Pall, IDT, and Radiometer, are delivering a significant tailwind to its growth.
  • We expect to see a boost in secular demand for Cytiva, Danaher's bioprocessing business, as R&D spend and innovation in the biopharma space should run at structurally elevated levels.
  • Combined, we expect normalized mid-to-high single-digit revenue growth for Danaher for several years.
EXPLORE MORE THEMES

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

Increased
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.

Humanization
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.

Personalized
medicine

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.

Digital
marketing

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

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.

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