As innovation continues to alter society, investors should be looking to identify companies with new business models that will drive change. Whether the company is delivering a new product or service, or enhancing an existing one, the investment opportunity can be very real. We believe the best way to unlock this potential is to focus on disruptive innovators. Companies that enable or adopt innovative technologies and business models will produce superior long-term growth and returns on invested capital. Investing in these stocks should benefit our clients over a long investment horizon.
In our conversation with Portfolio Manager Pamela Hegarty, CFA, we will focus this theme within the U.S. Small Cap strategy as we look to capture long-term trends by investing in companies on the fore-front of tomorrow’s economy.