KEY THEMES
As long-term investors, the Drum Hill Capital team spends a great deal of time considering what themes will drive global growth in the coming years and decades. Our research process goes beyond the walls of our offices, leveraging discussions with management teams, attendance at industry conferences and visits to company headquarters and facilities around the world. We feel this work allows us to not only identify compelling investment opportunities, but also helps us to separate the signal from the noise and identify the trends and innovations investors should truly be paying attention to.