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How to Invest in Themes - Part 2: Genomics, AI, Clean Energy & More

Opto Sessions – Invest in the Next Big Idea

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Thematic Investing: A Look at the Future

Right now, when you see many things like FinTech, like cybersecurity, there are 30, 50% down in terms of valuation multiples. It really becomes a very attractive investment opportunity, especially if you have that long-term horizon. If we focus on those different categories, I think we're going to have very good chances to identify many different disruptive or thematic opportunities over the long term.

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