The essence of ‘Thematic focused investing’ is, at its core, a really good idea. There is no denying the world changes over time and often there are long-term tectonic shifts. In years past, we have all witnessed the rise of smart phones, the rise of cloud computing, health care spending due to advances in solutions, and aging populations. Identifying these trends isn’t that difficult; they become increasingly evident as society evolves and behaviours change demand patterns.

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