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Industry Voice: Investing in the infrastructure behind the digital economy
We like firms supplying “picks and shovels” for the rush online
The dramatic shift to remote working, learning, and shopping as a result of the global pandemic may be at the leading edge of an even more profound technology transformation: Companies outside the technology sector, from health care to financial services, are accelerating efforts to build digital relationships with their customers.
The suppliers of technologies enabling this transformation are a key focus for us. We pursue companies that provide the key infrastructure and services for enterprises seeking to digitalize their businesses. In our view, firms providing crucial software, cloud resources, and cybersecurity could be poised to enjoy years of solid growth as technology deepens its impact on revenue, cost savings, and competitiveness.
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