Our objective is above-average capital appreciation by seeking companies that are dominant in the creation and delivery of media content including television producers, filmmakers, content libraries, broadcast channels and delivery platforms.
The portfolio incorporates other big knowable themes, such as digital transformation, by looking at companies that benefit from widespread access to high-speed digital networks that have revolutionized the consumption and demand for content with anytime-anywhere availability.
WHAT WE CONSIDER.
- No longer limited to traditional information sources, consumers spend significantly more time demanding and viewing content.
- A small number of producers provide and control a significant portion of the market.
- High entry barriers help leaders maintain dominance, with an even smaller number of eco-systems controlling the delivery of content to the consumer.
*Source: Nash Information Services