We strive to identify key megatrends — disruptive innovation that we think will create — and/or destroy — value over the next three to five years. These transformational themes form the pillars of our portfolio. With technology transforming the fabric of companies and our ways of life, we believe we are living through a period, not unlike the beginning of the Industrial Revolution or the early days of electricity, where winner-take-all business models are emerging and creating tremendous value for shareholders.
Thematically, we believe AI applications and cloud systems will beget the greatest disruption and innovation, especially in the sectors of global e-commerce, payments and new Saas software verticals.
“AI WILL DO FOR DATA WHAT ELECTRICITY DID FOR ENERGY. IT WILL ALLOW US TO QUANTIFY AND ANALYZE ALL KINDS OF THINGS IN REAL-TIME THAT USED TO BE INTUITIVE, INEXACT, OR PLAIN UNKNOWABLE. THIS WILL CREATE CONSIDERABLE VALUE FOR THE COMPANIES THAT CAN LEVERAGE IT.”
ANNE DIAS, GRANT’S INTEREST RATE OBSERVER CONFERENCE
