Innovation (and its close relative entrepreneurship) have been the bedrocks of the economic growth the world has achieved since the Industrial Revolution. By definition, the world of Innovation – and investing in innovative companies – is constantly changing. Many large themes of innovation today including Cyber Security, Cloud Computing, and Artificial Intelligence quite literally didn’t exist only a few decades ago.
This update is provided quarterly to clients owning our Innovative Growth individual stock portfolio and provided to all readers here on our team website. In it, we unpack the biggest themes of innovation, highlight trends where we are finding investable opportunities, and provide notable items that we discover from the companies that we research.