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Anna Macdonald and Mikhail Zverev: Investing in innovative new frontiers

MoneyWeek Talks

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Is Market Inefficient in Pricing Impact of Innovation in the Corporate Sector?

A combination of personal experience, and the team behind the fund has quite a few decades of investing in nnovationarinto darius. We've experienced that market is not very good at pricing in the implications of innovation in hat brings about change, it brings about uncertainty. It often impacts across different domains, across different sectors. And markets biased and not very, not always particularly good pricing those things. N investors are averse to to complexity. Investors do not read across effectively between different sectors. All those things, in our experience, create an efficiency, which we were looking to exploit for our clients and generate alpha that way.

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