Capitalizing on Disruptive Technologies

Monika Garg, Senior Research Analyst and Technology Specialist, highlights key disruptive technologies that are driving forces behind a fast-evolving global digital economy. Disruption is being felt across industries, changing how businesses and consumers interact, and increasing the breadth of investment opportunities. We believe the speed of change and large opportunity set provides fertile ground for active managers to differentiate performance.

Creative Application of Technology Sparking Innovation and Disruption Across Small- and Mid-Cap Companies
Catherine Nicholas, Managing Partner/CIO and Lead Portfolio Manager, discusses Nicholas Partners’ approach to investing in companies ignited by positive change, often sparked by innovation and disruption. In an environment of slowing global growth, we believe investors should seek out companies that can control their own destiny, to some extent. Our portfolios are dominated by companies addressing unmet needs, creatively applying new technologies, and innovating the products and services of tomorrow.

Innovations in Healthcare and Their Resulting Investment Opportunities

Lisa Wheatley, Portfolio Manager/Senior Research Analyst, highlights some of the rapid innovations that we believe are accelerating the pace of medical breakthroughs, improving patient outcomes, and driving secular growth in many healthcare sub-sectors, e.g., more genetically targeted oncology, gene therapy to treat rare diseases, synthetic biology, and the cross-over of big-data harnessing techniques into healthcare.
Healthcare Industries Undergoing Transformational Change
As a featured speaker at CUSO Financial Annual Conference in August 2018, Lisa Wheatley, Portfolio Manager/Senior Research Analysts, highlights disruptive technologies (CAR-T cell therapies, Crisper/Cas9…) driving a long-term innovation cycle across healthcare, our firm’s edge with a San Diego-based team operating in one of the world’s power-centers in drug and medical-technology researchk, and the attractive liquidity profile relative to PE and VC with focus on early-stage public equities and privates with near-term liquidity potential.