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Three Trends to Watch in the Evolving Software Enterprise Landscape
The software industry is witnessing monumental shifts that evolve its economics. Like all industry transitions, this change will create both winners and losers. As forces that will reshape the future of business, we are interested in the opportunities made possible by (1) the ubiquity of digitalization, (2) the increased transition to the cloud and (3) the proliferation of artificial intelligence (AI).
Maintaining a Long-Term Orientation Amid Heightened Volatility
Amid significant market volatility due to the COVID-19 pandemic, we remain steadfast in our commitment to our investment philosophy. With a foundation in long-term structural tailwinds, resilient businesses and strong operators, our approach is designed for not only good times but challenging ones as well. Acknowledging the unprecedented nature of these circumstances and the uncertainty of a global health crisis, we thought a few words about our investment approach and how the investment team is spending its time would be appropriate.
Identifying Long-Term Tailwinds in Health Care and Technology
Portfolio manager Rezo Kanovich discusses the compelling opportunities in health care and technology.
Managing Unique Risks of International Small- and Mid-Cap Equities
Portfolio manager Rezo Kanovich discusses the team’s risk management process.
How We Define Quality Businesses
Portfolio manager Rezo Kanovich discusses how the team defines quality.
Identifying Long-Term Opportunities in the International Small-Mid Universe
Portfolio manager Rezo Kanovich explains why a long-term investment horizon and a contrarian view are cornerstones of his team’s approach.
Investing in the Automobile of the Future
The automobile industry is experiencing massive change as a result of increased demand for electric and hybrid cars that require batteries and the evolution of autonomous driving features that rely on connectivity. We believe these structural shifts are enduring and offer potential opportunities for long-term oriented investors, such as ourselves. However, investors will need to be discerning as both winners and losers will emerge.