Focused on thematic investing strategies since 1990, I am passionate about the efficient allocation of capital to its highest and best use. As a thematic investor, I’ve focused on technologically enabled disruption that cuts across economic sectors. Over the long term, I believe this investment ...more

Focused on thematic investing strategies since 1990, I am passionate about the efficient allocation of capital to its highest and best use. As a thematic investor, I’ve focused on technologically enabled disruption that cuts across economic sectors. Over the long term, I believe this investment strategy delivers returns well above those of any broad-based investment benchmark, with a low correlation of relative returns to most passive or active benchmark sensitive strategies. I believe this validates disruptive innovation as a component of any investment portfolio.less