Innovation Powerhouse: A Disruptive Innovation Investment Strategy

Aggressive growth exposure to technologies transforming industries and creating new markets.

Innovation Powerhouse is a high-conviction investment strategy designed for long-term investors seeking exposure to companies and technologies driving major economic change.

Created in 2019, the strategy focuses on areas including artificial intelligence, robotics and autonomous systems, genomics and biotechnology, energy storage, cloud computing, digital platforms, blockchain technology and digital assets.

Investing in Disruptive Innovation

Technological change can create new industries while challenging established business models. Innovation Powerhouse seeks to participate in that transformation by investing across multiple areas of disruptive innovation rather than relying on a single technology or industry.

The strategy is built around long-term themes we believe have the potential to reshape how businesses operate, how consumers live and how capital is deployed.

Areas of Investment Focus

• Artificial Intelligence & Advanced Computing
  -Companies developing or benefiting from artificial intelligence, machine learning, advanced computing infrastructure and related technologies.

• Robotics & Autonomous Systems
  -Robotics, autonomous vehicles, drones, industrial automation and other technologies designed to increase productivity and reduce dependence on manual processes.

• Genomics & Biotechnology
  -DNA sequencing, multiomics, precision medicine, gene editing and other technologies changing the diagnosis, prevention and treatment of disease.

• Energy Storage & Next-Generation Mobility
  -Battery technology, electric mobility and technologies supporting the transition toward increasingly electrified transportation and infrastructure.

• Cloud Computing & Digital Platforms
  -Cloud infrastructure, software, e-commerce, connectivity and digital platforms benefiting from the continued movement of economic activity online.

• Blockchain & Digital Assets
  -Exposure to blockchain technology and selected digital assets, including Bitcoin-related exposure, as part of the evolving digital financial ecosystem.

 

Portfolio Management

Innovation Powerhouse is managed as an aggressive-growth strategy with a long-term investment horizon.

Portfolio construction focuses on identifying companies, technologies and investment themes positioned to benefit from structural economic change. Allocations may be adjusted as investment opportunities, valuations, market conditions and the underlying innovation landscape evolve.

Z Advisory Innovations may also use hedging and other risk-management techniques designed to reduce portfolio risk and help manage downside exposure during periods of market volatility.

Risk management cannot eliminate investment losses, and hedging strategies may not be successful in all market environments.

Who May Consider Innovation Powerhouse?

Innovation Powerhouse may be appropriate for investors who:

• Seek long-term capital appreciation.
• Can tolerate substantial market volatility.
• Want targeted exposure to disruptive technologies and emerging industries.
• Have a sufficiently long investment time horizon.
• Understand that high-growth and thematic investments can experience significant periods of under-performance.

Because this is an aggressive-growth strategy, it is not appropriate for every investor.

Understanding the Risk

Disruptive innovation investing involves substantial risk.

Companies operating in emerging technologies may experience greater volatility than established businesses. Individual technologies may develop more slowly than expected, fail to achieve widespread adoption or face regulatory, competitive or economic challenges.

Digital assets and cryptocurrency-related investments can experience particularly significant price fluctuations.

Past performance does not guarantee future results, and investors may lose money.

A Fiduciary Approach to Thematic Investing

Z Advisory Innovations is a registered investment advisory firm. Our investment process begins with the investor's objectives, risk tolerance, time horizon and overall financial circumstances.

Innovation Powerhouse is one of several strategies available through Z Advisory Innovations. The goal is not simply to own emerging technology. It is to determine whether and where disruptive innovation belongs within an investor's broader portfolio.

Explore our investment strategies or contact Z Advisory Innovations to discuss whether Innovation Powerhouse fits your investment objectives.