Many birds, especially hawks, falcons and owls, have a great eye for opportunity. Tese birds meticulously watch the surface from a perch above or while soaring in the air, as they wait patiently for the right moment. Ten when they spot opportunity, they swoop down and catch their next meal.


As a team, we spend countless hours circling the investment universe to spot emerging trends. Where is the world heading? What are demographics and data telling us? Often, we recognize themes that become our hunting grounds. We think of Job 39:27-29:


“Does the eagle soar at your command and build its nest on high? It dwells on a cliff and stays there at night; a rocky crag is its stronghold. From there it looks for food; its eyes detect it from afar.”


Tis reminds us of our investment challenge—to find great companies and opportunities that are in line with our faith and values. By trusting in godly wisdom and seeking out companies that are improving the world around us, we find that we are far more likely to be successful in our investment endeavors.


A few of our favorite themes right now include:


• Electronic and self-driving vehicles • 5G mobile revolution


• Data computing and artificial intelligence


• Cloud and network security • Stay-at-home technologies


to 5G, there are opportunities for equipment makers, cell phone towers, semiconductor chips, internet security, infrastructure, and other electronic components. Tese tools play an integral role in the advancement of a digital world.


As more companies use robotics and incorporate deep learning technologies or “artificial intelligence,” there is a robust demand for cloud software, design tools, and electronic systems. Tis presents amazing opportunities for companies with processing, modeling, and design technologies. Cloud computing applications are also expanding to manage a variety of internal departments. Tink about everything from payroll to IT to security to human resources to customer service. Tese cloud- based tools and apps can be custom-tailored to each company’s specific needs and operational structure.


In the automotive market, we are focused on next-generation car companies. Tis focus leads us to companies designing and manufacturing electric vehicles (EVs). We find not only car manufacturers but also parts and suppliers that are helping advance game-changing technologies like autonomous driving, artificial intelligence, and connectivity. Te semiconductor industry, which invents and produces electronic circuits, chips, and components, plays an important role in this technological evolution. To say that these chips and components are in high demand is an understatement. In fact, many of the automotive companies have had to slow down production because of the shortage of chips.


As the mobile and Wi-Fi worlds expand, faster Internet has been in high demand. 5G is the fifth generation of wireless technology. Tis technology offers more data channels and increased speed, allowing for more devices to be connected simultaneously. As we continue upgrading networks from 4G


As we use our “eagle eye” to spot trends, we position portfolios to capture ample opportunities to bring back to the nest.


Additionally, as the digital world expands, so too will the demand for unified security solutions that can be deployed over digital networks to protect users against malware, spam, and network intrusions. Companies that specialize in offering strategic security solutions for the 5G mobile infrastructure should also see high demand.


Let us not forget about an emerging trend that was unfolding even before COVID shutdowns caused companies to have a remote workforce. From pharmaceutical companies to global financial services companies and everything in between, there has been a solid uptick in remote work. Te stay-at-home trend has been advancing for the past five years, with more than 44% of the workforce now remote.


Te need for technologies, software, and applications for at-home workers has been on the rise for years. Tis trend should continue even in a post-COVID world. Studies have


found workers are actually more productive in their homes. Tis bodes well for companies designing communications, cloud- based platforms, remote workstations, and other electronic systems to help facilitate business across the globe.


After identifying trends, just like a winged predator, our work is not done. We still need to strike! We use a process called F-E-V- R-R to rank opportunities from best to worst. We sort through each company’s financial health, earnings trends, valuation, risk metrics, and relative strength. Tis helps us identify the best companies within each theme. By combining a series of moral and financial screens along with using our “eagle eye” to spot trends, we position portfolios to capture ample opportunities to bring back to the nest. Building and protecting those nest eggs takes active planning and participation. We are here to help!


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