Consumer decisions are actually rational, it's just hard to see why.
We are first and foremost consumer-focused category investors. Our proprietary research uncovers attractive, high-growth segments based on ever changing consumer demographics, behaviors, beliefs and economics.
Learn how these themes drive our target categories.
Authenticity of Brands
Brands with heritage and real authenticity have a distinct advantage in today's frenzied world.
Growth of the Chinese Consumer
Increasing opportunities for brand globalization
Health and Wellness
"The First Wealth is Health" - Ralph Waldo Emerson
Rapid Technological Transformation
With the explosion of the social+mobile Internet coupled with smart devices, 3-D printing, and advanced robotics, one thing is certain: disruptive change.
"Sell to the masses, dine with the classes?"
Growing Concern for the Environment & Sustainability
Diversity of Households
"Everything about America now has to do with diversity that we could hardly recognize in 1990," - William Frey, demographer at Brookings Institute.