Can you imagine going back to a world without the Internet?
Technological advancement, generational change, and global changes create opportunities for new businesses that could reshape industries and in turn, win market share. Portfolio Manager and Senior Research Analyst Adam Xiao discusses our Thematic Quality strategy which strives to identify industry shifts and invest in high quality businesses with sustainable competitive advantages.
Key Features of Thematic Quality:
High Quality Businesses
Search for quality companies that capitalize on industry shifts with market dominant business models, solid balance sheets, attractive investment opportunities and consistent growth.
Multi-Thematic Exposure
Seek businesses benefitting from structural trends that transcend the traditional business cycle such as technological advances, demographic shifts, or climate change.
High Conviction Portfolio
Focus on 20-35 of what we believe are the strongest investment opportunities, with a long-term, low turnover approach.
Contact us to learn more about our Thematic Quality Strategy.