Writing for Firstlinks, Munro Partners portfolio manager James Tsindis says the ability to find the ‘next big thing’ – that is, the next big long-term structural growth trend, before anybody else does – is a key component of investing, especially in global markets.
Identifying and understanding these big technological and structural changes in society are an integral part of our investing process. We call these trends ‘Areas of Interest’.
It should come as no surprise, particularly in the wake of COP26, that climate is a major Area of Interest. While many governments continue to drag their feet on de-carbonising their economies, private enterprises see the potential and are acting quickly to develop the technology that consumers are increasingly demanding.