Where does your firm see investing opportunities in the next 18 months?
The healthcare sector is of discernible interest as it relates to the pandemic. We are focused on financial technology companies, such as money movement, online investing, and payment processing which are integral today. We are devoted to companies that develop cloud-based platforms, which facilitate the remote working environment; including, new software programs that help people work more efficiently. Tracking productivity and workflow have been necessary, as people are still working remotely. Homebuilders also exhibited prosperity during the pandemic, as people at home have had time to focus on their homes. Lastly, electronic vehicles are a growing sector. We are aware that this sector can be somewhat volatile, we are actively researching various companies and EV components such as batteries, sensors, and charging stations to continuously gain more knowledge.
Beth H. Genter, Schenley Capital, President