There are several trends in the consumer sector, both consumer and technology driven, that are currently reshaping the entire industry.
The consumer driven trends include polarisation (i.e. customers seeking luxury and value for money at the expense of the middle market), growing demand for convenience, leisure and wellness, and changing demographics.
Technology driven trends include ecommerce, digital marketing, big data, and internet of things.
We invest in businesses that take advantage of these trends, targeting distinctive companies with strong international growth potential.