Healthcare and Industrial Innovation: Robotics, Automation, Devices
Real Assets and Asset Management: Real Estate, Infrastructure
Environmental, Social, Governance (ESG): Water, Renewable Energy. Avoid authoritarian governments
Activist Situations: Making positive operations and
ESG changes.
Proprietary upside and downside quantitative model to understand risk/reward
Value approach: own stocks with low valuation relative to potential
Global opportunity set
100% liquid separate account structure