Thematic Impact

Philosophy and Approach

Research driven: We believe deep thematic research can add value in a dynamic and changing world. Our process is structured to identify long-term trends likely to drive significant change within industries and companies.

Focused on disruption and innovation: Change can be disruptive, creating risk and opportunity across market sectors and industries. An ongoing assessment of shifting regulations, advancements in technology, and changing consumer preferences helps us manage risk and uncover growth opportunities.

Investment merit: Thematic analysis in isolation does not drive investment decisions. Identified thematic opportunities must also undergo rigorous assessments of future growth potential, quality metrics and valuation analysis. Thematic opportunities must also be good investments. 

Our thematic analysis focused on sustainability is centered on the most pressing environmental and social issues of our time.

Environmental: We believe that a growing awareness of environmental risks associated with certain business practices and use of natural resources more broadly are driving change in regulations and corporate and consumer behavior globally. Environmental areas of focus include alternative energy, pollution prevention, and sustainable water, among others.

Social: Tension in the social fabric of the US and other developed nations is rising as gaps in diversity, inclusion and equality widen. Academic research and company-specific evidence point to the potential for improved corporate performance and reduced risk through thoughtful human capital management. Areas of focus include fair wages, employee engagement, and diverse & inclusive teams, among others.

Outcome-oriented: Investments in thematic opportunities should serve a dual purpose. First, thematic opportunities should be solid investments that will drive compound growth over time in portfolios. Second, long-term investments representing patient capital should align well with business models designed to solve long-term challenges.


Our thematic reporting highlights the impact each company has on the specific environmental or social issues addressed by their product, service or intentional business model.

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