Innovation is everywhere

INNOVATION can be found in any part of the economy; and we seek to invest wherever innovation occurs, regardless of sector classification, market capitalisation or geographical location. There have been significant breakthroughs in many sectors. We expect these five platforms of growth to generate considerable economic value over the next five to 10 years.

We believe global e-commerce is an arena of tremendous opportunity. Per estimates, global sales were only 14 per cent penetrated by e-commerce pre-Covid.

Today, with the new reality of Covid, we have seen estimates of between 22-25 per cent penetration.