Secular Themes

Secular Themes

The Power of Patience by Aristotle
E9
Oct 16, 2023
15:34

Episode notes

In Episode 9 of “The Power of Patience”, we speak with Thomas Hynes, Jr., CFA, Managing Director and Portfolio Manager at Aristotle Atlantic Partners. He discusses why he believes identifying secular themes through fundamental, bottom-up, research of companies can lead to long-term investment opportunities.

For additional disclosures please refer to www.aristotlecap.com.

Keywords

secular themes
large cap growth equity
technology
innovation
personalized health
pet spend