Our investment themes
We invest in companies that are active in growth markets driven by three macro trends:
Ageing & Wellbeing
Macro trends:
- People are living longer, healthier lives
- Projected 60% growth in NL population aged 70 and above; doubling of NL population aged 80 and above (2018-2040)
- Growing importance of living a healthy lifestyle
Driving demand for products and services that:
- Cater to the needs of a (highly) aged population
- Enhance wellbeing
Outsourcing & Automation
Macro trends:
- Declining working population
- Increasing regulatory complexity
- Technological advances
Driving demand for products and services that:
- Allow companies to outsource non-core services to third-party specialists
- Enable efficiencies
Sustainability
Macro trends:
- Unsustainable demand for finite natural resources
- Increasing awareness and regulation to reduce negative impact on environment
- Increasing social inequality
Driving demand for products and services that:
- Reduce use of natural resources
- Limit impact on the environment
- Reduce social inequality
