Actual investors imagine ‘what if?’ Not ‘what is’:
The most exciting companies have a vision of the future and a strategy to dominate that transformed the world.
Assessing a company or an industry’s potential takes a balance of imagination and realism. We can’t back every biotech start-up with the potential to find a cure for cancer, but we do look carefully and think deeply about what could happen. If the scenario is plausible, we invest on the basis of ‘what if?’.
