Thematic investing seeks investable ideas to capture opportunities from long-term trends or secular shifts that cut across economic sectors and geographic boundaries. It recognizes that the world is changing rapidly and incorporates a deep understanding of the underlying drivers of long-term value creation and risk.
"What is so interesting, is that some of the most important companies in the healthcare and technology sector are really starting a revolution; and yet, they are not represented in major indices such as the S&P 500.”
