High conviction themes and macro level analysis help drive portfolio level allocation.

Portfolio Allocation

MACRO ASSESSMENT

Headwinds
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Tailwinds
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Market risks and uncertainties

THEMATIC VIEW

E-Commerce, mobile,
digital economy
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Disruptive technology
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Cyber security
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Health Care

DUE DILIGENCE

Sourcing
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Screening
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Initial manager calls
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Onsite meetings
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Reference calls

PORTFOLIO FIT

Risk management
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Diversification
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Liquidity
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Time horizon
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Tax Considerations

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