Special situations
Special situations or niche sector opportunities are typically found at the crossroads of more traditionally defined sectors, or as new sectors begin to evolve.
Also included are opportunities that are being driven by macro themes that takes a top-down perspective when searching for strong companies. These ideas are typically more for longer-term holders as they develop over multiple years. The most well-known thematic trends include topics around population and changing demographics, sustainability and environmental impacts, the impact of disruptive technologies and changing consumer behaviours to name a few.