Recent Posts
Evolutionary Tree Strategies Win PSN Top Guns Awards for Q2 2020
September 30, 2020
We are truly honored to receive not just one, but several awards for our two flagship innovation-focused portfolios: Beagle Leading Innovators and Humboldt Global Innovators. The awards are a result of our investment team's dedication to identifying and understanding attractive investment opportunities being created by innovations driving structural change across the global economy. See important information below on gross and net performance.*
Navigating a Bifurcating Economy: Leaning Into the Digital Economy, Which is Healthy
September 25, 2020
While the economy is on a road to recovery, we believe there is a seismic shift taking place as a result of the pandemic. We believe the pandemic is creating a “bifurcated economy,” widening the gap between the physical-based economy and the digital economy (see illustration below). In the physical economy (think retailers and small, local businesses), the environment is a near depression, with many businesses at risk of shrinking or going out...
Biotech is Just Getting Started as a Growth Industry
September 02, 2020
After 35 years of development, the biotechnology industry has finally refined many of today’s biotech tools to work effectively and safely for patients. In our opinion, the biotech industry is finally seeing multiple new technologies enter what we call the “zone of readiness,” where the underlying technologies are both technically and economically feasible. In short, they are ready to be applied to a growing number of diseases, both rare and...
Digital Transformation is Far from Done as a Secular Growth Driver
February 24, 2020
There are certain types of technologies that have the power to transform companies and even entire industries. Academics call these technologies “general-purpose technologies.” Their development and evolution have often been the underlying engine of economic development and productivity jumps. They also can spawn a number of value-adding investments for investors. This blog post focuses on the current general-purpose technologies transforming...
