Invest in disruption - companies that are future winners across sectors.
Investment Rationale
Disruption makes money - tonnes of it: Disruptors win, and incumbents lose. Invest in companies that are disrupting their space. Back companies that are future winners across sectors.
Disruption comes in different shapes and forms: Tech-led advantages, network effect, economies of scale, product innovation, cost advantages, moat creation - it can be anything.
Pick outperformers: Any business advantage that disrupts the status quo, and leads to or has the potential to result in sustained earnings outperformance, or rerating is what we pick.
Long term wealth creation: Increase the probability of sustained long-term wealth creation by investing in strong business models that exhibit traits of disruption, and sail through structural downturns because of company-specific factors.
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