Investment Ideas

We believe Millennials are reshaping markets and have the potential to impact businesses across sectors and geographies. Millennials are driving a series of trends that will shape tomorrow’s investment opportunities.

Big Data is transforming companies, sectors and the broader economy. Active management has always been about generating an informational advantage. Big Data, with the right human judgement, can help us do this.

Market volatility is likely to remain elevated in the foreseeable future. We do not believe that this heightened uncertainty coupled with low yields need result in an income dilemma.

We believe that it is possible to generate consistent alpha, even in the inherently efficient developed markets. However, to do so requires a differentiated approach complemented by diverse skillsets.