Understand the Sector Ecosystem

Research is at the core of what we do. Our unique, research-based approach to investing sets us apart from our peers by allowing us to recognize market trends earlier than most. An important component of our strategy is our depth of knowledge in certain key sectors.

Market Opportunities Post COVID 19: “The Aftermath”

By Allison Forlenza and Brian Rich

In March, we will reach the one-year anniversary of the first COVID lockdowns instituted in the US. Given the milestone, we assembled this report reflecting upon some of our initial assumptions around COVID’s impact on the tech ecosystem. Additionally, as we look towards the end of confinement and return to “normalcy,” we shift our focus … Continued


Evolution of the Software Development Lifecycle and DevOps Tools

By Kyle Howard-Johnson

The software development lifecycle (SDLC) experienced a paradigm shift when, driven by demand for more rapid innovation, traditional practices gave way to agile development methods that became commonplace amongst DevOps teams. As the development methods became more iterative in nature, developers required a new set of tools to not only enable but also accelerate the software development process, resulting in the proliferation of DevOps tools.

Industry 4.0 Overview

By Tyler Newton, CFA

The convergence of integrated software, efficient hardware and modern networking infrastructure has created a new technology environment. Industry 4.0 sits at the convergence of these technologies and enables many industries that we actively track.