Hey Doc, You’ve Got That “Netflix in Medical Imaging Visualization Software”? | H.E.R.O. Issue 7, 26 October 2020 “We changed the paradigm of what a diagnostic imaging (PACS) product should be by natively integrating 3D and advanced visualisation into a single platform. We believe this, combined with our proprietary streaming platform, has given us an 18…
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The Portfolio of Dividend-Yielding Global H.E.R.O. Innovators maintained her overall absolute positive and relative outperformance against major world indexes which were negative since her recent inception on 28 August 2020. During the week ended 23 October 2020, MSCI ACWI All World index traded flat, S&P 500 -0.5%, NASDAQ -1%, NASDAQ 100 -1.4%, DAX -2%, Euro Stoxx…
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“We want to play our role, helping to regain trust in Democracy through digitization. Enabling a new generation of strong, transparent, and efficient government institutions.” – Mr. K, Founder and CEO of Denmark’s #1 cloud software in process transformation for the public sector Denmark is ranked number one in the United Nations e-Government index, as…
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The Portfolio of Dividend-Yielding Global H.E.R.O. Innovators rose for the sixth consecutive week during the week ended 16 October 2020, vs MSCI ACWI All World index -0.5%, Topix -1.8%, DAX -1.1%, Euro Stoxx -0.8%, Gold (physical spot in USD) -1.6%, maintaining her overall absolute positive and relative outperformance against major world indexes since her recent…
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Summary The Portfolio of dividend-yielding H.E.R.O. Innovators from our selection rose for the fifth consecutive week during the week ended 9 October 2020, maintaining her overall absolute positive and relative outperformance against major world indexes since her recent birth on 28 August 2020, during which MSCI ACWI All World index declined -0.1%, S&P 500 -0.9%,…
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WEEKLY MARKET COMMENTARY BY H.E.R.O. (5 to 9 Oct 2020) The Portfolio of dividend-yielding global H.E.R.O. Innovators rose for the fifth consecutive week during the week ended 9 October 2020, maintaining her overall absolute positive and relative outperformance against major world indexes since her recent birth on 28 August 2020, during which MSCI ACWI All World…
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Summary Nordic and Swiss H.E.R.O. innovators were resilient winners in the Fund which rose for the fourth consecutive week during the week ended 2 October 2020, vs MSCI ACWI All World index +1.7%, Australia All Ord -2.6% in its worst weekly performance since late April 2020 and Japan Topix -1.5%, demonstrating her resilience in turbulent market conditions and…
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WEEKLY MARKET COMMENTARY BY H.E.R.O. (28 Sep to 2 Oct 2020) Nordic and Swiss H.E.R.O. innovators were resilient winners in the Portfolio of dividend-yielding global H.E.R.O. Innovators which rose for the fourth consecutive week during the week ended 2 October 2020, vs MSCI ACWI All World index +1.7%, Australia All Ord -2.6% in its worst weekly…
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“I have no special talents. I am only passionately curious.” – Albert Einstein Curiosity is a quiet kind of superpower that is key to a life of meaning and purpose. This illuminating insight by Oscar-winning producer Brian Grazer in his book A Curious Mind: The Secret to a Bigger Life is distilled from his “curiosity conversations”…
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“I have no special talents. I am only passionately curious.” – Albert Einstein Curiosity is a quiet kind of superpower that is key to a life of meaning and purpose. This illuminating insight by Oscar-winning producer Brian Grazer in his book A Curious Mind: The Secret to a Bigger Life is distilled from his “curiosity conversations”…
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“I have no special talents. I am only passionately curious.” – Albert Einstein Curiosity is a quiet kind of superpower that is key to a life of meaning and purpose. This illuminating insight by Oscar-winning producer Brian Grazer in his book A Curious Mind: The Secret to a Bigger Life is distilled from his “curiosity conversations”…
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Summary Japan and Nordic H.E.R.O. innovators were resilient winners in the Portfolio of dividend-yielding global H.E.R.O. Innovators which rose for the third consecutive week during the week ended 25 September 2020, vs MSCI ACWI All World index -1.6%, Euro Stoxx/DAX -4.5%/-4.9%, Hang Seng/China CSI 300 -5%/-3.5%, Gold -4.6%, and S&P 500 declined for the fourth…
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Japan and Nordic H.E.R.O. innovators were resilient winners in the Portfolio of dividend-yielding global H.E.R.O. Innovators which rose for the third consecutive week during the week ended 25 September 2020, vs MSCI ACWI All World index -1.6%, Euro Stoxx/DAX -4.5%/-4.9%, Hang Seng/China CSI 300 -5%/-3.5%, Gold -4.6%, and S&P 500 declined for the fourth consecutive…
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“What the world needs now is a quieter breed of hero, one actively fighting for a world in which rescues are no longer required.” – Dan Heath In his insightful book Upstream: How to Solve Problems Before They Happen that drew on insights from hundreds of interviews with unconventional problem solvers, Dan Heath shared that so…
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“What the world needs now is a quieter breed of hero, one actively fighting for a world in which rescues are no longer required.” – Dan Heath In his insightful book Upstream: How to Solve Problems Before They Happen that drew on insights from hundreds of interviews with unconventional problem solvers, Dan Heath shared that so…
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“What the world needs now is a quieter breed of hero, one actively fighting for a world in which rescues are no longer required.” – Dan Heath In his insightful book Upstream: How to Solve Problems Before They Happen that drew on insights from hundreds of interviews with unconventional problem solvers, Dan Heath shared that so…
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Case Story: Nordic Global #1 Leader in Sauna & Spa Tech [Week (21-25 Sep): +4.4%] Another uplifting story in our portfolio companies in the Fund is Nordic global #1 leader in sauna & spa tech, which is up 5.7% since the inception of the Fund on 28 August 2020, versus MSCI ACWI World index/NASDAQ -5.1%/-6.7% over…
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“What the world needs now is a quieter breed of hero, one actively fighting for a world in which rescues are no longer required.” – Dan Heath In his insightful book Upstream: How to Solve Problems Before They Happen that drew on insights from hundreds of interviews with unconventional problem solvers, Dan Heath shared that so…
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“What the world needs now is a quieter breed of hero, one actively fighting for a world in which rescues are no longer required.” – Dan Heath In his insightful book Upstream: How to Solve Problems Before They Happen that drew on insights from hundreds of interviews with unconventional problem solvers, Dan Heath shared that so…
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Case Story: Japan’s #1 Tech Platform & Wholesaler of e-Books With a Dominant 80% Market Share Leadership Another inspiring sisu story in our portfolio companies is Japan’s #1 tech platform & wholesaler of e-books with a dominant 80% market share leadership, which is up 7.7% during the week ended 11 September 2020 and +16.2% from average…
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Case Story: Japan’s #1 Cloud Software Leader in Groupware for Mail Sharing & Expense Management In Asia, another sisu story in our portfolio companies is Japan’s largest cloud software-as-a-service (SaaS) company by revenue and market value, Japan’s #1 cloud software leader in groupware for mail sharing & expense management (“Japan’s Mailchimp & Coupa Software -…
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Case Story: Nordic Global Medtech Leader in Glaucoma Consider the case of one of our portfolio companies in the Fund, a Nordic-listed global medtech leader in ophthalmic diagnostic, screening and treatment technologies and devices related to eye diseases, which is up 8.5% since the inception of the Fund on 28 August 2020, versus MSCI ACWI…
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Case Story: Japan’s #1 SaaS Leader in Integrated Real Estate and Facilities Management Cloud Software [Week (14-18 Sep): +8.6%] Another Innovation Stack story in our portfolio companies is Japan’s #1 SaaS leader in integrated real estate and facilities management cloud software, which is up 7.2% since the inception of the Fund on 28 August 2020, versus…
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Case Story: Nordic Global Leader in Analytical Equipment & Disposables in Automated Cell Counting & Analysis [Week (14-18 Sep): +13.5%] Another Innovation Stack story in our portfolio companies is Nordic global leader in analytical equipment & disposables in automated cell counting and analysis, which is up 8.4% since the inception of the Fund on 28…
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Case Story: Nordic’s CRM SaaS Leader [Week (14-18 Sep): +19.3%] Another Innovation Stack story in our portfolio companies is Nordic’s CRM SaaS leader, which is up 10% since the inception of the Fund on 28 August 2020, versus MSCI ACWI World index/NASDAQ -3.6%/-7.6% over the same period. The rising dividend-yielding company has also compounded 387%…
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Case Story: Nordic’s Emerging Global Cloud Software Leader in Communication Platform as a Service (CPaaS) [Week (14-18 Sep): +12.1%] Another Innovation Stack story in our portfolio companies is “Sweden’s Twilio”, an emerging global cloud software leader in Communication Platform as a Service (CPaaS), which is up 1.1% since the inception of the Fund on 28…
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Case Story: Nordic Global #1 Leader in Advanced Communications & Hearing Protection Systems to Enable Communication in Noisy & Mission-Critical Environments [Week (14-18 Sep): +8.8%] Another uplifting Innovation Stack story in our portfolio companies is the Nordic global #1 leader in advanced communications & hearing protection systems to enable communication in noisy and mission-critical environments,…
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Case Story: Pioneering Inventor & Global #1 Leader Specializing in Helmet-Based Rotational Motion Safety & Brain Protection [Week (14-18 Sep): +10.6%] Consider the case of one of our portfolio companies in the Fund, a Nordic-listed global leader specializing in helmet-based rotational motion safety & brain protection, which is up 6% since the inception of the…
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The Portfolio of dividend-yielding global H.E.R.O. Innovators rose during the week ended 18 September 2020, with the invested portfolio up significantly vs MSCI ACWI All World index +0.1%, Euro Stoxx -0.97%, DAX -0.66%, FTSE -0.42%, and S&P 500/NASDAQ crumbled for the third consecutive week by -0.64%/-0.55% to suffer its longest losing streak in over a…
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Summary The Portfolio of dividend-yielding global H.E.R.O. Innovators rose for the second consecutive week during the week ended 18 September 2020, with the invested portfolio up significantly vs MSCI ACWI All World index +0.1%, Euro Stoxx -0.97%, DAX -0.66%, FTSE -0.42%, and S&P 500/NASDAQ crumbled for the third consecutive week by -0.64%/-0.55% to suffer its…
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