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Browse Group Recent Themes

We focus on themes that will enhance productivity and create wealth and seek to invest in the most disruptive companies of our generation.

Cloud Computing & the Age of Big Data

Cloud Computing & the Age of Big Data

According to Forrester Research, the global cloud computing market is expected to reach $241billion in 2020 compared to $41 billion in 2010.
Emerging Middle Class

Emerging Middle Class

Investors have flocked to the emerging markets seeking higher returns and capitalize on the emerging middle class over the past several years.
Personalized Medicine & the Human Genome

Personalized Medicine & the Human Genome

New technological advances and big data will affect all aspects of our professional and personal lives and so, too, will the interpretation of the human genome transform medicine.
Europe’s Political Risks & Global Unrest

Europe’s Political Risks & Global Unrest

European leaders will need to get serious about addressing Europe’s economic and social problems in a clear and consistent way.