Investing in Dynamic Innovation

Take part in potential sources of long-term growth arising from innovation

We believe that innovation drives wealth creation, and that to outperform the market over the long term a strategy should focus on companies with disruptive business models: those that can, in our view create secular tailwinds so powerful that they can grow in excess of GDP for 5, 10 ,and even 20 years.

Thematic Exposure

The funds seek to diversify by business type and end market because innovation occurs in all parts of the economy.

Active Management

The investment team navigates the broad innovation opportunity set, seeking game-changing companies at the right stage for investment.

Seasoned Professionals

Located near the heart of Silicon Valley, the investment team has decades of experience in the craft of innovation investing.

Genomic Advancements

The entire human genome was first sequenced in 2003 at a cost of $100 million

Rapid and cost-effective genome sequencing is leading to an explosion in new technologies that are designed to extend and enhance the quality of human life, including:

Diagnostics, gene muting, breakthrough therapy, gene editing, health and wellness, and the agricultural use of genetics to improve food taste and quality.

Disruptive Commerce

The common perception may be that global ecommerce is late stage. But we believe there is so much further to go.

In addition to transforming commercial transactions through streamlined procurement systems and innovative ways to deliver goods and services, e-commerce is also bringing rise to new online markets such as:

Ride-sharing, home sharing, luxury apparel rental, apparel consignment, and utilization of internet influencers.

Intelligent Machines

If the last 30 years were largely about organizing data with mainframes, personal computers, and mobile phones, we believe the next 30 years will see technology repurpose that data to change our lives.

Improvements in data, algorithms, and networking have led to new designs that will affect how we order food, build products, and even how we drive. Potential investments include:

Autonomous driving, sensor and connector producers, semiconductors that drive artificial intelligence, software that helps in product design, factory automation, and network enablers

Exponential Data

Data is increasingly important in our economy as it gives corporations and individuals insights and foresights into their businesses and processes at an accelerated rate. Data analysis and integration are increasingly essential to running a business effectively, and they can provide a competitive advantage for those who manage data well.

As the amount of data continues to grow exponentially, the storage, analysis, security, and transportation of data will also need to continue to improve. This includes, but is not limited to, cloud computing, data analysis, new security techniques, optical fiber, 5G and datacenter and tower infrastructure. However, what is perhaps even more compelling is the use cases that develop once data can be moved so quickly and efficiently. Artificial intelligence and machine learning, augmented and virtual reality, targeted advertising and personalized drug development are but a few interesting use cases that should benefit from the growth of data and its infrastructure.

Thematic ETFs Focused on Innovation

  • Invest in emerging areas of the e-commerce space that are facilitating more convenient, customized, secure and time-efficient transactions for both consumers and businesses.
  • Invest in new genomic-based research techniques and technologies designed to extend and enhance the quality of human and other life driven by the advent of cost-effective and rapid gene sequencing.
  • Invest in companies benefitting from or facilitating the advancement of machine learning technologies in areas like robotics, driverless vehicles, and algorithmic data analysis.
  • Invest in companies focused on or expected to benefit from the creation, cleaning, analyzing, storage, securing, transport and use of data in areas like internet of things, 5G, cloud and edge computing, augmented and virtual reality, and artificial intelligence and machine learning.