MartinGiovanni

Through my funds, I am investing in securities with a focus on Innovation, Disruption and Sustainability. My strategy focuses around discovering medium and long term trends and profiting from them by being invested early on. These trends include: - Electronic and Autonomous Mobility (Tesla, Byd) - Digital and Mobile Payments (Square, Shopify, Fiserv, Worldline) - Sustainable Energy (Enel, Iberdrola, Falck Renewables) - Intelligent Cloud (Microsoft, Google, Amazon, Tencent, Alibaba) Most of my investments fall into either of these four categories. In my Global Connectivity and Infrastructure, I aim to capture all of them in one diversified fund. Another area of increasing interest to me is capturing the changes in modern lifestyle, including trends like: - Mobility and Transportation (Uber, Lyft, Just Eat) - Fitness and Health (Apple, Technogym, Adidas) - Luxury Goods (Lvmh, Kering, Moncler, Ferrari) - Social Media (Facebook, Twitter, Tencent, YY) - Streaming (Netflix, Spotify, Roku) I recently set up my "Global Health and Fitness" and am looking into building more products on the trends above mehr anzeigen