Insights: Global Growth Equity ADR Strategy Increasing urbanization, growing infrastructure needs, the rising middle class, and changing demographics are significant catalysts for driving global economic growth. Against this dynamic global backdrop, we believe taking a company-focused rather than country-focused approach enables 1919 Investment Counsel to discover high-quality companies around the globe—opening a world of opportunity…

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…

In the movie The Curious Case of Benjamin Button, a man is born at an elderly age and then grows young over time, dying as an infant. Time moves backward for Benjamin Button, leading to strange and mind-bending scenes of life lived in reverse. In the financial markets, we are facing something similar, with what…

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…