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Technology, Media and Telecom (TMT): Investable TMT sub-sectors include software, hardware, advertising, broadcasting, publication, e-commerce, artificial intelligence and robotics. Rapid technological innovation fueled by high margins is having a measurable impact on all rungs of the supply chain ladder while improving consumer experience immensely. Those companies that can capitalize on data collection will be well rewarded.
Consumer: There is a large market that is represented by consumption devices, clothing, lifestyle accessories, gifts, memorabilia and collectibles. For every dollar spent on cannabis, it is estimated that nearly five dollars are spent around it and consumer spending constitutes a healthy percentage of the total.
As this industry continues its rapid growth, additional sector expansion will be driven by the industrial adoption of hemp as well as mainstream acceptance of this original superfood. A diversified investment approach with an eye to hedging form the basis for systematic portfolio construction. Low correlation with other investable asset classes ultimately serves to reduce overall portfolio volatility, increasing the health of our investment portfolios as this plant continues to improve the health of our human portfolio.
When Nothing is Certain, Anything is Possible