We see the ever increasing digitization of the economy as a continuing mega trend, a driver of increasing productivity and efficiency, and the source of incredible value creation.
We see tremendous opportunities in the emergence and development of new frontiers such as space. We look for ‘infrastructure’ and ‘picks & shovels’ plays that stand to benefit from the exponential growth of these new frontiers.
As sustainability becomes a global theme, we see tremendous opportunities for value creation in technologies that provide alternative solutions targeting large categories such as food and energy.