How We Think
We understand that to win tomorrow, the economy and companies must adapt to evolving macro trends.
We believe that the intrinsic web of risks and opportunities is not fully reflected into company valuations.
We seek to identify market inefficiencies and invest in tomorrow’s winners to create long-term value for our investors.
Structural, Macroeconomic & Market Trends
Innovation
Digital Health
Future Mobility
Fintech Innovation
Food Revolution
Space Exploration
Future Mobility
Fintech Innovation
Food Revolution
Space Exploration
Sustainability
Materiality
Climate Transition
Natural resources
Sustainable Infrastructure
Water
Biodiversity
Macro Megatrend
Climate Transition
Natural resources
Sustainable Infrastructure
Water
Biodiversity
Macro Megatrend
Technology
Disruptive Tech & AI
Digital Economy
Robotics
Blockchain Economy
Next Gen Internet
Digital Economy
Robotics
Blockchain Economy
Next Gen Internet
Human Capital
Ageing Society
Millennials
Future Education
Stakeholders
Millennials
Future Education
Stakeholders
Tech & Society