Blog

Be Stronger, Wiser & Kinder By Participating in the Quiet Innovators' Quest to Purpose

WEEKLY MARKET COMMENTARY BY H.E.R.O. (21 Sep to 25 Sep 2020)

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…
Read more


September 27, 2020 0

Do You Have a Quiet H.E.R.O. In Your Portfolio Protecting & Fighting For You? [U.S. Global Leader in Simulations & Modeling Software for Drug Discovery & Development]

“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…
Read more


September 27, 2020 0

Do You Have a Quiet H.E.R.O. In Your Portfolio Protecting & Fighting For You? [Japan’s Largest B2B E-Commerce Platform in MRO (Maintenance, Repair & Operations) Items]

“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…
Read more


September 27, 2020 0

Do You Have a Quiet H.E.R.O. In Your Portfolio Protecting & Fighting For You? [Nordic Global Leader in Animal Dental & Oral Care Premium Natural Products]

“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…
Read more


September 27, 2020 0

Do You Have a Quiet H.E.R.O. In Your Portfolio Protecting & Fighting For You? [Nordic Global #1 Leader in Sauna & Spa Tech]

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…
Read more


September 27, 2020 0

Do You Have a Quiet H.E.R.O. In Your Portfolio Protecting & Fighting For You? [Japan’s #1 Shareholder Register Data Analytics & Consulting Firm]

“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…
Read more


September 27, 2020 0

Do You Have a Quiet H.E.R.O. In Your Portfolio Protecting & Fighting For You? [Japan’s #1 PACS Medical Image Management Cloud Software Leader & Leading Cybersecurity Cloud Infrastructure Company]

“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…
Read more


September 27, 2020 0

Do You Have a Quiet H.E.R.O. In Your Portfolio Protecting & Fighting For You? [Japan’s #1 Tech Platform & Wholesaler of e-Books With a Dominant 80% Market Share Leadership]

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…
Read more


September 20, 2020 0

Do You Have a Quiet H.E.R.O. In Your Portfolio Protecting & Fighting For You? [Japan’s #1 Cloud Software Leader in Groupware for Mail Sharing & Expense Management]

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 -…
Read more


September 20, 2020 0

Do You Have a Quiet H.E.R.O. In Your Portfolio Protecting & Fighting For You? [Nordic Global Medtech Leader in Glaucoma]

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…
Read more


September 20, 2020 0

Do You Have a Quiet H.E.R.O. In Your Portfolio Protecting & Fighting For You? [Japan’s #1 SaaS Leader in Integrated Real Estate and Facilities Management Cloud Software]

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…
Read more


September 20, 2020 0

Do You Have a Quiet H.E.R.O. In Your Portfolio Protecting & Fighting For You? [Nordic Global Leader in Analytical Equipment & Disposables in Automated Cell Counting & Analysis]

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…
Read more


September 20, 2020 0

Do You Have a Quiet H.E.R.O. In Your Portfolio Protecting & Fighting For You? [Nordic’s CRM SaaS Leader]

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%…
Read more


September 20, 2020 0

Do You Have a Quiet H.E.R.O. In Your Portfolio Protecting & Fighting For You? [Nordic’s Emerging Global Cloud Software Leader in Communication Platform as a Service (CPaaS)]

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…
Read more


September 20, 2020 0

Do You Have a Quiet H.E.R.O. In Your Portfolio Protecting & Fighting For You? [Nordic Global #1 Leader in Advanced Communications & Hearing Protection Systems to Enable Communication in Noisy & Mission-Critical Environments]

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,…
Read more


September 20, 2020 0

Do You Have a Quiet H.E.R.O. In Your Portfolio Protecting & Fighting For You? [Nordic Global #1 Leader Specializing in Helmet-Based Rotational Motion Safety & Brain Protection]

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…
Read more


September 20, 2020 0

WEEKLY MARKET COMMENTARY BY H.E.R.O. (14 Sep to 18 Sep 2020)

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…
Read more


September 20, 2020 0

The Innovation Stack: Building an Unbeatable Business With a Cascade of Interlocking Solutions | H.E.R.O. Issue 2, 21 September 2020

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…
Read more


September 20, 2020 0

The Inspiring Power of Sisu & Quiet Innovators | H.E.R.O. Issue 1, 14 September 2020

The Inspiring Power of Sisu & Quiet Innovators | H.E.R.O. Issue 1, 14 September 2020 Summary The Portfolio of dividend-yielding global H.E.R.O. Innovators rose during the week ended 11 September 2020, with the invested portfolio +0.6% vs MSCI ACWI All World index -1.5% and NASDAQ -4.1% in its worst week since March, demonstrating her resilience in turbulent…
Read more


September 13, 2020 0