Investment Spotlight Each quarter we highlight an investment theme from the Disruptive Innovation Strategy, focusing on the megatrends driving disruption and the companies we believe are best positioned to capitalize. Companies mentioned in this series should not be perceived as specific stock recommendations. Introduction One of the biggest challenges of investing in disruptive innovation is…

Investment Spotlight Each quarter we highlight an investment theme from the Disruptive Innovation Strategy, focusing on the megatrends driving disruption and the companies we believe are best positioned to capitalize.  Companies mentioned in this series should not be perceived as specific stock recommendations. Introduction Two years before selling its first Electric Vehicle (EV), Tesla CEO…

Disruptive Innovation Spotlight Each quarter we highlight an investment theme from the Disruptive Innovation Strategy, focusing on the megatrends driving disruption and the companies we believe are best positioned to capitalize.  Companies mentioned in this series should not be perceived as specific stock recommendations. Introduction At the start of the pandemic last spring, we noted…

Disruptive Innovation Spotlight Each quarter we highlight an investment theme from the Disruptive Innovation Strategy, focusing on the megatrends driving disruption and the companies we believe are best positioned to capitalize.  Companies mentioned in this series should not be perceived as specific stock recommendations. Introduction Establishing a sustainable food supply is among the greatest challenges…

Investment Spotlight–Special Edition Each quarter we highlight an investment theme from the Disruptive Innovation Strategy, focusing on the megatrends driving disruption and the companies we believe are best positioned to capitalize. This quarter we revisit how disruption has played out in past economic shocks and highlight companies we believe will emerge stronger from the current…

Medical costs are a major issue for most of the world. In the U.S., aging demographics, a sedentary life style, drug pricing and lack of transparency all contributed to the $4.65T spent on medical care in 2018. However, of all the avenues that could potentially reduce medical costs, the most impactful one is innovation. Although…

Investment Spotlight Each quarter we highlight an investment theme from the Disruptive Innovation Strategy, focusing on the megatrends driving disruption and the companies we believe are best positioned to capitalize. Companies mentioned in this series should not be perceived as specific stock recommendations. Introduction Machine Learning (ML) and Artificial Intelligence (AI) are on the precipice…

Investment Spotlight Each quarter we highlight an investment theme from the Disruptive Innovation Strategy, focusing on the megatrends driving disruption and the companies we believe are best positioned to capitalize.  Companies mentioned in this series should not be perceived as specific stock recommendations. Introduction In 2003 researchers working on the Human Genome Project succeeded in…

Insights: Disruptive Innovation Strategy Technological change is rarely slow and gradual. It often starts slowly but then accelerates, eventually reaching a “tipping point” followed by the establishment of a new paradigm. But it all begins with breakthrough innovation. The first industrial revolution was triggered by the steam engine, the second, by electrification, and the third…