Round Building

CREATING VALUE

FOCUSED APPROACH

At SEMCAP, we identify, evaluate and invest in industry sectors that have the greatest impact generated through seminal trends.

First, the SEMCAP team identifies a broad range of future trends that have been identified by distinguished academia and leading industry thought leaders. Then we analyze each trend in isolation or combined. Future trends include: the political sphere of influence; the environment and scarcity of resources; demographics and urbanization; social changes and demands; and every aspect of technological innovation.

We evaluate macro forces such as economic, geostrategic, environmental and technological transformation, as well as micro forces that change the way humans thrive. We identify the historical moments where our world changes, as well as the underlying cause of those changes, and from that vantage point we find the companies that are most adept at responding to those changes. 

In essence, we view the seminal trends through a corporate lens and create an investment framework that considers each wave of trend disruption, thereby transforming a deluge of disconnected information into targeted investment insight.

Understanding seminal trends correctly allows us to pinpoint growth companies across public and private markets, and we then amplify these trends through concentrated portfolio construction and company activism.

INVESTMENT STRATEGIES

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