- Our primary message is that innovation solves problems and is expected to transform human lives at an accelerated rate during the next five to ten years.
- According to our current estimates, our more concentrated flagship strategy today could deliver a 40% compound annual rate of return during the next five years.
- After correcting for nearly 11 months, innovation stocks seem to have entered deep value territory, their valuations a fraction of peak levels.
For further details see:
Innovation Stocks Are Not In A Bubble: We Believe They Are In Deep Value Territory