We're excited to bring you the most compelling investment opportunities that take advantage of meaningful and sustainable trends that have the potential to permanently change the landscape of companies across many industries. By "trends," we mean something deeper than simply what's popular. We're not just chasing buzzwords or product fads. To us, a trend is more than that. The term is shorthand for something more important and more complex. Our trends represent mental models that help us identify and understand the potential economic catalysts and competitive advantages that particular businesses have in serving a new or evolving market opportunity.