Strategy Information
This strategy is designed to capture structural growth opportunities across the global economy, targeting sectors and industries at pivotal moments of transformation.
Our initial focus encompasses six enduring themes: Space, Defence, Emerging Markets Digitisation, the Evolution of Finance (including blockchain technologies), Healthcare Innovation, and Artificial Intelligence-driven Transformation.
Our principles:
- Bet on big shifts: Invest in transformative global trends, not just early winners
- Invest early, focus later: start broad in key themes, then narrow down to leaders
- Ride the innovation waves: managing ideas through the hype cycle