We believe compelling investment opportunities exist across sectors and geographies, due to enormous demographic and structural shifts. Specifically:
If these expectations are remotely accurate, there will be a range of intended and unintended consequences with political, economic, social and cultural ramifications. Industries will be born, the next generation of leaders will emerge, human capital will adapt and more. The tastes, preferences, beliefs and values of the consumer of tomorrow, may differ from prior generations. Many of the incumbents, be it companies, industries or countries, may be unable (or unwilling) to change and innovate. This has been constant for many thousands of years, as winners and losers diverge.
We aim to invest in what we believe will be the global champions of tomorrow.
If you entrust our team with your savings, I can assure you, that we will work as hard as possible to grow them. I have significant skin in the game and am fully aligned with investors.
We look forward to building communication with you and sharing ideas throughout the journey, in various mediums. I am one call away.
What an exciting time to be alive!
How are we different ?
We are unafraid to disagree with the crowd and back our process. For example: