Growth Investing and Disruptive Innovation
December 31, 2018 | insights
In this thought leadership piece, we explore companies with long-duration growth potential that have hard-to-replicate business models that, in turn, create significant competitive barriers and benefit from secular tailwinds. Gauging both the duration and magnitude of growth for companies within their respective area of expertise is also important. Companies that have lofty expectations but that lack the business model strength or addressable market opportunities to sustain their current growth rates are likely to falter. Major catalysts — the introduction of a disruptive product or service, a major new product cycle, or an expanding addressable market — have the potential to drive a positive inflection in financial performance.
Growth Investing in Disruptive Innovation