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.
HIDDEN CHAMPIONS: OPPORTUNITY IN OBSCURITY
Hidden Champions represent a unique contingent of well-run businesses dominating niche markets globally. Though they may fly under the radar, we believe they are worth the attention of investors seeking both case studies in quality, franchise businesses as well as viable long-term investment opportunities.
MOBILITY: THE FUTURE OF "POINT A TO POINT B"
Mobility, which we define as the efficient movement of goods and people, is on the cusp of massive transformation, and it is our view that the coming changes are likely to create a wide array of opportunities for public markets investors for many years to come. We highlight the sectors and industries we see as most interesting within this rapidly evolving space.
INDUSTRY 4.0: MANUFACTURING'S DIGITAL (R)EVOLUTION
Manufacturing has undergone several (r)evolutions, driven by the advent of new technologies and methods. We believe we are in the fourth such transformative period, one where new ways of collecting and analyzing data will optimize the production process from start to finish.
GLOBAL CHALLENGES: A SEARCH FOR PRAGMATIC SOLUTIONS
We believe that “sustainable” investing is best considered in the context of those companies which are providing solutions to the challenges we face globally. Those businesses which do so while creating shareholder value stand in the best position to have a positive impact for the long term.