One of my most passionate "big picture" investment themes is water, more specifically access to clean water and infrastructure.
Even though American investors are starting to discuss infrastructure investing, water infrastructure and the global water crisis is largely ignored.
Yes, we did get a taste of what's to come with the Flint, Michigan water crisis, however most investors may not be aware that globally, access to clean, potable water is a major political hot topic. The best persistent example we see in the United States is the access to water for California farmers and the