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Investment Stories.

OUR SUCCESS STORIES_

From transformative megatrends to exceptional outcomes.

Our investment philosophy is centred around identifying and capitalising on transformative global megatrends.

The following examples showcase how our focused approach, deep expertise, and strategic vision have delivered exceptional long-term results.

Nintendo
MEGATRENDS IDENTIFIED_
  • Gaming Megatrend

Nintendo

Nintendo is a global gaming icon, synonymous with characters like Mario and Zelda, and holds one of the richest intellectual property libraries in the entertainment industry. Originally a card game company, Nintendo has continually reinvented itself by identifying emerging entertainment trends and reshaping how people engage with games.

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Fortinet
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  • Data Transformation Megatrend

Fortinet

As cyber threats become more complex and pervasive, Fortinet sits at the frontline of defence with its integrated security fabric spanning cloud, endpoint, and network environments. It is one of the very few cybersecurity companies offering proprietary chips, giving it a cost and performance advantage over competitors.

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Zoetis
MEGATRENDS IDENTIFIED_
  • Pet Humanisation Megatrend

Zoetis

Zoetis is the global leader in animal health, developing and manufacturing vaccines and medicines for both livestock and companion animals. As global populations rise and the humanisation of pets accelerates, Zoetis is ideally positioned to benefit from two structural growth drivers: Pet Humanisation and the Emerging Middle Class.

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Qualcomm
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  • 5G Megatrend

Qualcomm

The Internet of Things (IoT) refers to machines communicating with other machines (M2M). Where machines & devices interpret their environment via machine learning and sensors, they then make instant decisions utilising algorithms.

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Domino’s Pizza
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  • Food Away from Home Megatrend

Domino’s Pizza

Domino’s is one of the most recognisable names and brands in the world with a footprint covering over 18,000 stores in 90 countries.

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Lululemon
MEGATRENDS IDENTIFIED_
  • Health and Wellness Megatrend

Lululemon

Lululemon has placed significant capital into their R&D for new fabrics, thus positioning themselves as a highly desirable brand for consumers seeking comfort.

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Booking Holdings
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  • Experience Megatrend

Booking Holdings

Booking Holdings is the world’s largest online travel agency (OTA), owning brands like Booking.com, Priceline, and Agoda. It is a key beneficiary of the global Travel Recovery, the Digital Nomad Lifestyle, and the longer-term megatrend of Experiential Consumption.

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Accenture
MEGATRENDS IDENTIFIED_
  • Data Transformation Megatrend

Accenture

As the megatrends of Enterprise Digitisation and Workplace Automation become further adopted by corporates, Accenture is primed to help its 9000+ clients around the globe remain at the forefront of adopting these technologies.

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