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78: Thematic investing – Your questions answered
In an episode earlier this year, Howie Li and John Roe discussed what separates long-term investment themes from fads. As Howie explains, the enduring themes are those that are changing the foundations of how we live and work – from disruptive technology to the energy revolution and demographic shifts.
Yet capturing these themes in an investment strategy is not easy, so in this episode Howie addresses some recurring questions we’ve received from listeners and clients. How do we avoid companies exploiting thematic buzzwords for their own marketing purposes rather than genuinely innovating?…
The skinny
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