Clients, you represent a vast treasure of human capital, educated in every field of study, experienced in working at everything from farming to pharmaceuticals. We are seeking your help and perspective.
The world is awash in facts and data… about short-term factors. But we invest time in trying to understand longer-term trends because they may have a major impact on the world and our work with you. Slower-moving trends and concepts can be more difficult to spot, so here’s how you can help us help you with two goals.
Finding bargains. Hidden trends may produce mispriced investments. An example: our belief that the next energy revolution, solar plus batteries, will change the world. We may see many years of increased demand for the materials that go into solar cells and batteries and electrical equipment. Also, pipelines and conventional electricity generation might have less activity than anticipated. No guarantees on any of this, of course. But here we are, seeking to understand more about the future—as always:
• What is the coming thing in your area? What is just over the horizon but cannot yet be seen?
• What in today’s world is going away, but few have noticed yet?
Avoiding hype. Obvious trends with investment market implications may get overplayed, again producing mispriced investments. The tech boom of 1999–2000 is a good example. Some said the internet would change everything. It did. But internet-related stocks fell dramatically even as the story came true. So talk to us about what you see in your areas of interest:
• What is everybody talking about today that may be overhyped? What do you see that others don’t?
Clients, please comment, email, or call to talk about these topics or anything else. We look forward to learning to see what you see.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.
Because of their narrow focus, sector investing will be subject to greater volatility than investing more broadly across many sectors and companies.
Stock investing involves risk including loss of principal.
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