Emerging Opportunities Strategy
Abundance | Growth | Diversitification
The Emerging Opportunities Strategy offers an investment opportunity dedicated to a healthy, vibrant future. The EO strategy presents clients with an opportunity to participate financially and philosophically in our ever-evolving future and
to be a part of the change we want to see in the world
The 'Technology Age' is gaining momentum, and our futures will undoubtedly be shaped by how we incorporate technology into the human experience.
The Emerging Opportunities Strategy is designed to help clients participate in this synthesis and benefit financially from it.
The strategy has also been curated in such a way that investors can enjoy a sense of satisfaction that their dollars are being deployed toward a future full of hope and possibility.
Philosphy & Inspiration
The Emerging Opportunities Strategy is a long‑equity investment approach that focuses on publicly traded companies operating in early-stage or developing sectors.
These sectors are selected based on economic, technological, and demographic trends that may influence market development over time and that have the potential to drive future growth and human advancement. Designed to complement a diversified portfolio, the strategy emphasizes long-term capital appreciation through equity exposure.
It reflects a disciplined belief that purposeful innovation can create lasting value and invites investors to look not only at where markets have been, but where humanity is headed.
We believe The Emerging Opportunities Strategy offers significant opportunity for attractive, non-correlated returns. The Technology Age will impact humanity’s evolution on an enormous scale - perhaps even more than any named ‘Age’ before.
Through the Emerging Opportunities Strategy we are committed to investing in sectors of the global economy which are, and will be, critical for our rapidly developing future, while avoiding companies whose practices do not support humanity's health and evolution.
Tactical & Technical
The Emerging Opportunities Strategy is an aggressive long equity strategy designed to provide exposure to the companies that will shape how we live for the next 100 years.
The strategy was created as an equity tool to utilize as a part of a well-diversified investment approach to generate positive, non-correlated long-term returns.
The objective is to generate returns net of all fees in excess of the MSCI All Country World Index (ACWI) over long periods of time (5+ year time horizons)
NextGen Technology
40%
The internet has revolutionized the world in the last 30 years at a pace and scale that rivals any technological innovation in history. As the familiar technology companies of this period mature and struggle to innovate, what comes next?
Investments in this portion of the strategy focus on identifying the companies that will build, support and secure the technologies that will change the way commerce itself is conducted as well as those who will redefine how we interact online in the future.
Energy/Resources
35%
The next 100 years will be defined by the world’s transition from carbon-based economics to a fully diversified, sustainably resourced clean energy-based economies.
Investments in this portion of the strategy focus on identifying leading edge companies bringing new energy solutions to market in the clean energy space, including the development and buildout of smart grid infrastructure to change the way energy is delivered and consumed.
Healthcare
25%
Energy and Technology will play the key roles in determining how we live our lives for the coming decades, while Healthcare and innovations in the way live, heal, and extend our lives will help define the quality of our lives.
Investments in this portion of the strategy focus on identifying the companies that will push the next wave of innovation in the Biotech and Medical Device space, as well as Digital Health Solutions, as technology and healthcare continue to intersect.
Stated information is derived from proprietary and non-proprietary sources that may have not been independently verified for accuracy or completeness. While Arax Advisory Partners believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information and the firm's view as of the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Investing in equity securities involves risks, including the potential loss of principal. While equities may offer the potential for greater long-term growth than most debt securities, they generally have higher volatility. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles, or from economic or political instability in other nations. Past performance is not indicative of future results.