Companies are living faster and dying younger; faced with accelerating change, their ability to adapt is crucial for their survival. New technology, connectivity and globalisation will continue to offer new growth opportunities but, at the same time, will bring new threats. As the internet affords start-up companies the global reach of large ones, and emerging market companies compete on this international stage, the world is becoming flatter.
Just as the corporate world needs to adapt, so does a successful investment approach. As traditional methods of forecasting and valuation prove less effective, we look for one thing in the companies we invest in, resilience – an ability to adapt, survive and thrive, whatever the environment.
It is not the strongest of the species that survives, nor the most intelligent that survives. It is the one that is most adaptable to change
– Charles Darwin
The ability to learn faster than your competitors may be the only sustainable competitive advantage
Arie de Geus – The Living Company
Equitile finds innovative companies that have healthy relationships with customers and employees, balance sheets that can survive the toughest of times and governance designed to develop assets over the long-term. In an uncertain world Equitile strives to ensure our clients’ assets are only invested in resilient companies.