We look to invest in companies that have potential to benefit from our core long-term themes, wherever they might be located. Often times, innovation is born in one part of the world and quickly replicated, adapted and enhanced in another part of the world. Some of the most disruptive trends today are occurring outside of the US and Europe, with companies in Asia and Latin America leap-frogging longstanding players.
“THEMES TRAVEL, ACROSS TIME, ACROSS INDUSTRIES, AND ACROSS COUNTRIES. EXAMPLES OF WHAT HAPPENED IN HISTORY, OR EVEN PRESENTLY BUT IN OTHER COUNTRIES, HELP US TO SEEK TO IDENTIFY FUTURE WINNERS AND LOSERS.”
ANNE DIAS
