Trends and themes are the prisms through which we look at the world in order to understand and anticipate change in society.
Our trend-based, thematic investment approach helps us to differentiate between the day-to-day noise in markets and what is truly lasting knowledge that one can accumulate and hopefully provide superior investment insights over time. Stock markets are often myopic and short-term in nature reflecting biases in human behavior. This has become both more evident and pronounced over time. We believe that taking a long-term view is the best way to achieving alpha for active investment managers.Read more Download the White Paper