Utilities
We are knowledgeable in the economics and financing of electric power, the supply chain, and end points of distribution.
Travel
In today's global economy, travel and tourism represent vast sums of gross domestic product. We are fascinated with this ever growing sector.
Software and Platforms
The outlook on cloud computing and the ubiquity of software as a service will explode in the future. We are keeping a close eye on trends in IOT (internet of things) and system design.
Retail
Analytics for e-commerce data show major upswings in online retailing. Interestingly, big data will also be a large factor in the evolution of retail.
Public Service
Most public services will be integrated and digitized to increase efficiency. New systems of implementation plan to revolutionize government-backed initiatives. Digital transformation is key in this sector.
Natural Resources
Sustainable, inclusive, and dynamic, this sector will play one of the largest roles in overall financial conditions. The use and availability of minerals, oil, and other natural materials may dictate prices across asset classes.
Life Sciences
Aging population are prompting talented teams in the world of healthcare to come up with new ways to achieve immortality. This is a sector poised for massive expansion. We are bullish and proactive with cell technology.
Insurance
Fundamentally, the way we look at insurance is subject to frequent disruption. We are on the lookout for new players with new business models on a regular basis.
High Tech
Inevitably, companies are going to decrease the human labor force and replace more redundant tasks under the care of complex machinery. High Tech manufacturing opportunities are on the horizon.
Health
Telegraph or health at a distance plans to remove geographic barriers. Significant cost savings and more efficient service are some of the coming g benefits.
Energy
The energy company of the future will be equally concerned with supply chain costs and transforming existing models of operation. Blockchain technology could possibly disrupt the energy sector as well.
Consumer Good and Services
Consumer packaged goods face a never of external factors that could make this sector a boon for emerging markets. We expect high growth in select niches, but over time, we will see even more fragmentation and decentralization.
Communications and Media
Speed, adoption, and evolution in this sector tend to be back-seat factors. The rise of new technology in communication can make transactions instant and information ubiquitous.
Chemical
Breakthroughs in healthcare, life sciences, and technology are allowing us to see how refinement in drug production can decrease certain medicinal dependencies.
Capital Markets
Perspectives on currency exchange are changing the way we view investment and payment. The need for above average returns is present on "Main Street" and appetites in M&A become more insatiable over time.
Consulting
Large accounting and consulting firms have combined. Consulting is an ever growing industry and we actively look at acquisition candidates in this space.
Automotive and Industrial
Automotive firms are in constant flux. Regulatory factors equal changes within the realm of compliance. High barrier to entry and industry experience separate high value companies from lower value firms. Spotting deals in this sector proves easier than in other sectors.
Aviation
Generally slow moving, aviation is poised for disruption in many ways. This sector heavily relies on the health of other interconnected sectors like energy, utilities, and public services. Market participation will require long-term wherewithal.
