Are you keen to delve into the theme of disruption in your investment portfolio but don’t know where to start? I get it. It’s easy to focus on the big blue chips, as they are steady, don’t rock the boat type holdings. But by focusing on these companies, are you missing out on the tech and disruption themes running throughout the economy?
There are a number of ways to add disruption and tech into your portfolio but a number of these opportunities are unlisted, supply constrained and hard to access, namely angel and VC investing. However, if you prefer a listed and more liquid approach, small caps might be a way to reach your exposure goals in the short term.At eInvest we offer the Future Impact Small Caps Fund (Managing Fund) (ASX: IMPQ).
This portfolio is choc- a-block full of interesting companies disrupting and changing their own industries for the better. Below is a quick overview of a few examples of the companies found within IMPQ:
1. Janison (ASX:JAN). A quality edutech company gaining inroads into the online learning and assessment market both in Australia and overseas. Given all the learning from home of recent times, coupled with the increasing training requirements from companies and their staff, Janison is capitalising by disrupting outdated learning models and providing a seamless online experience for students, staff and corporations alike.
2. Fluence (ASX:FLC). Water is a critical resource in the global economy and becoming more and more so. Having waste water services that are more energy efficient and more decentralised is highly useful for government and communities alike, particularly when Fluence’s solution is cost effective and offers a low carbon foot print. I love it when a seemingly ‘un-disruptable’ industry (like water and waste) can be disrupted through new systems, added creativity and a new outlook to the problem. This is what Fluence is all about.
3. Imricor (ASX:IMR). A specialist in heart related medical devices, Imricor manufactures a product for heart surgery doctors that can be used in an MRI environment instead of the old x-ray environment. This gives doctors direct vision as to what is occurring in surgery and its effect and increases accuracy and outcomes for the patients. Having better patient outcomes is a goal all doctors strive for and through ingenious ideas and great manufacturing, these goals can be more easily achieved.
So don’t miss out on the tech and disruption themes found in many Small Caps and indeed it runs throughout the IMPQ portfolio.
Disclaimer: Please note that these are the views of Camilla Love, Managing Director, eInvest and was prepared for information purposes only. Accordingly, reliance should not be placed on this article as the basis for making an investment, financial or other decision. This information does not take into account your investment objectives, particular needs or financial situation.