We try to build a thesis as to where capital will flow in the near to medium term through a combination of research and industry experts. Then we try to invest ahead of those flows in search of the gains associated with a rising tide. This requires us to work with our industry experts to understand the current, medium, and long term problems of various industries and the solutions in the making.
Once we form a directional bias, we bring capital and experience to the opportunities that fit our thinking and then hope for the rewards of a well-functioning market.