We rarely see as much disruption as we have seen in 2020, and we believe this offers investment opportunities.
Disruptive change is often the force that enables small companies to compete against their larger peers.
Our investments in the communications sector help illustrate our intrinsic value approach to finding opportunities.
Our research includes discussions with company managements, other researchers and investors, industry and subject experts, and non-profit organizations.
Diversity in companies — including gender diversity — can have a positive impact on company performance and strategic ability.