Recent Reports

In a big twist, the world gets to see what’s “Inside Intel” as a giant hack flips the company’s motto on its head. Switzerland-based IT consultant Tillie Kottmann on Thursday published a trove of confidential Intel technical material, code, and documents related to various processors and chipsets. Source: Intel NDA blueprints – 20GB of source […]

Just as the internet has changed how we can communicate, transact, consume, and produce, so will Augmented Reality (AR) and Virtual Reality (VR) improve, and in some respects, utterly transform our lives. Source: An Investor’s Primer on Virtual Reality (VR) and Augmented Reality (AR) | Nasdaq

Oh, the humanity!! Lion suffered a major cyber attack that forced it to shut down its IT systems, resulting in a disruption to the supplies of beer to suppliers and customers. Source: Cyber attack forces Aussie beer giant Lion to shut operations

Privacy once again dominates the headlines for ubiquitous video conference service. Zoom is committed to global collaboration, and we are improving our policies and practices to continue to connect the world. Source: Improving Our Policies as We Continue to Enable Global Collaboration – Zoom Blog

Over the last few weeks as all of have been dealing with the pandemic and its impact on our daily lives, we’ve seen a number of changes unfold that are and will continue to reverberate through our lives, business models and investor expectations. The down and dirty has me thinking that thematic investing is timelier […]

According to reports, an April 23 breach into the databases of multi-level marketing company Arbonne International exposed personally identifiable information for some 3,500 California residents.  While such occurrences are sadly not all that shocking these days, this breach will likely be one of the first tests for the California Consumer Privacy Act (CCPA), which protects “consumer rights […]

There is little question the velocity of cyberattacks has increased during the COVID-19 pandemic, but according to Israel’s National Cyber Directorate chief Yigal Unna,  discussed Iran’s attempted attack on Israel’s water systems a month ago. What caught our attention was Unna’s view that the rules have changed and he sees the nature of these attacks escalating […]

Our Investment Themes

Aging of the Population

The impact on the economy of a global demographic shift to a more senior population


The foundational services and technologies that enable continuous access to information, commerce, communication, and entertainment that have become a daily fact of life.


Disruptive Innovators today span not just technology, but also biological sciences, material science, healthcare, energy, consumer and business services.


Those luxury goods and services that give pleasure to the buyer while also serving as a sign of having made it and reflect a level of social standing and indulgence

Rise of the Global Middle Class

Focuses on areas around the world where rising disposable incomes are driving consumers to look for ways to improve themselves and the way they live.

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The growing demand for products that claim to be natural, boost health, or have a positive impact on the environment.


The confluence of high-speed networks, expanding computing power, and falling storage costs have changed how consumers interact, share, shop, transact, game, pay and consume content.


Those little treats and would-be harmless vices that we as consumers like or need to have from time to time even though there may be a form of guilt associated with indulging.


Lower employment, increased savings rates, lack of available credit, and weak income growth have led consumers to save where they can, seeking more value for each dollar spent.


The evolving needs across individual, cyber, corporate and homeland security as behaviors shift away from reactionary defense towards always prepared and secure.