More profit, less risk. Be on the right side of the largest global secular trends

Learn Fundamental Trends 4 step-by-step investment method. Register below and get access.

Access the full report

Download the 4 Step investment process

Register your details and we will send you the recording to access in your own time

By signing up, you are agreeing that we can use your email address to market to you. You can unsubscribe from marketing emails at any time by using the link in our emails. For more information, please review our privacy statement.

We take you through the 4 key things to consider to find great investments

  • Secular trends — Within the largest economic trends we want to look for opportunities
  • Government & central bank policy — The impact is often monumental or at least can change time lines by many years
  • Fundamental value —Ultimately, we want to find assets and companies trading for less than their in their true intrinsic value
  • Price trends — Respecting investor psychology is very important for investment entries and exits

Invest in the disruptors,
divest the disrupted

We exclusively invest in stocks that are great, or have the potential to be great — simple. By strategically aligning with the most significant secular trends we discover stocks that exhibit resilience against market volatility, and remain relatively unaffected by booms and busts.

We’re all about unearthing growth opportunities in the 2020s and beyond.

The disruptors

Fintech

Space

Clean energy

Artificial Intelligence (AI)

Cloud computing

Biotech

Crypto

Robotics & Machine learning

The disrupted

Fossil fuels

International trade

Traditional Automotive

Banking

Retail — The Amazon effect

Commercial Real Estate

Utilities

Heavy Manufacturing

I had at times been unsure of Kirk's advice but his call to go to cash has proved that his advice is worth the price of the subscription. I really like his research into large macro trends.

— Jim B.