Approach

The power of thematic investing is the ability to cross sectors and industries to pursue less obvious beneficiaries of thematic tailwinds.

We’re not just betting on the next blockbuster drug. Our client portfolios participate across industries and companies best positioned to capitalize on the revolution in molecular medicine.

For the first time in history, the world’s population is more urban than rural. As cities get bigger, everything starts accelerating. Cities are truly one of the most important inventions in human history.