© 2019 Integre Asset Management, LLC.  All Rights Reserved.

legal & disclaimers

Nels Wangensteen

Principal & Portfolio Manager

 

GLOBAL GROWTH
STRATEGY OVERVIEW

The firm employs a research-intensive analytical process to uncover growth opportunities within global equity markets. 

The strategy seeks to invest in companies that have attractive characteristics such as:

  •  

    • The potential to grow at above average rates by exploiting macroeconomic trends, including globalization, digitalization and youth demographics

    •  

    • The potential to capitalize on a disruptive technology

    •  

    • The possession of strategic advantages not fully recognized by the market

    •  

We believe that emerging markets, such as China, are major sources of disruptive change and that the emergence of the consumers in the emerging markets will become the engine of global economic growth. 

  •  

It is our belief that Internet adoption, advances in technology and a changing regulatory framework threaten legacy business models in developed economies by supplying transparency and global access to alternate suppliers.