182. Flushing toilets and radio frequency technology: innovation at its best

It took nearly 130 years for the flushing toilet to become universal in US homes. But the adoption of new technologies has accelerated at a phenomenal rate in recent years and things like tablet computers took only a decade to become standard household items. Guy Feld (fund manager) and Tom Hutchinson (investment analyst), tell us more about the sheer scale of innovation taking place in the world today and where they are finding investment opportunities with this newly revamped fund.
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IFSL Marlborough Global Innovation was formerly known as Marlborough Global Technology but was reconfigured and taken over by Guy Feld in October 2020. It is now a concentrated portfolio of fast growing, innovative companies. It has a heavy weight to technology firms, but it will invest in innovative, disruptive firms from any sector. The fund can invest globally, but most of the investments are in the US or the UK. At least 50% of the fund must be invested in smaller companies.

What’s covered in this episode:

  • Why the fund had a change of remit
  • How the adoption of new technology is accelerating around the world
  • The innovation taking place in different sectors
  • How the manager defines an innovative company
  • How even traditional businesses can become innovators
    Samsung, and how it is leading innovation in mobile devices
  • How much of the fund is invested in UK companies
  • The innovations taking place in water conservation and why they are needed
  • Why water is a valuable commodity
  • Why radio frequency technology is another investment opportunity
  • How high inflation could impact the stocks held in the fund
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