February 2020

Riding the Waves of Health Care Transformation: The Case to Invest

With help from technological advancements, the global health care industry has experienced explosive growth in the past few decades. While disruptive technologies have brought innovations and an increase in new drug applications, the volatile nature associated with high pass-or-fail risk of the sector merits a hedged approach to health care investing.
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August 2019

The Next Wave of Growth for Emerging Markets

As an investment destination, the emerging markets have attracted capital over the past decades with their prospects for faster growth than in the developed markets. We believe that many of the trends propelling the emerging markets, such as spending on consumption and infrastructure, foretell their ongoing growth advantage over developed markets.
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August 2018

Identifying the Global Best in Breed

In the last decade, we have witnessed globalization and the growing interdependence among companies across the world. Globalization has broken down traditional competitive barriers, created integrated supply chains, and presented opportunities for small cap disruptors. A global small cap portfolio provides a unique manner to benefit from companies internationally and enables an investor to gain access to the world’s best in breed.
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