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If you are looking to outperform the overall market — and who isn’t looking to do that? — then mimicking the same strategies used by the rest of the Wall Street herd is only going to result in performance that is still inside the pack.
It’s time to invest differently. It’s time to invest thematically.
It’s time to let Tematica Research help you break free from the pack
– About Tematica Research –
We are the Leaders in
Thematically Driven
Equity Research, Economic Commentary & Investing Strategies Across Stocks, ETFs and Options
The thematic discipline utilized by Tematica across its research, economic commentary and portfolio construction is the culmination of the more than 25 years Chief Investment Officer Chris Versace spent analyzing industries and companies in a variety of roles as an equity analyst, portfolio manager, investment banker and strategic consultant serving both individual as well as institutional investors.
For every Apple, there is a Palm or Blackberry.
For every Facebook, a MySpace or Friendster.
For every Tesla Motors, a Hummer.
For every Netflix, a Blockbuster.
As with all investment strategies, success with a thematic approach ultimately comes down to the underlying principle of investing: identifying which securities within an emerging theme are mispriced or undervalued relative to the business opportunities ahead as a result of the sea change presenting itself through a theme.
Our thematic approach, however, makes this process clearer because a theme, at its core, identifies the underlying drivers of future value (or risk), and thus provides a forward-looking, longer-term lens to making investment decisions, rather than focusing solely on what’s happening right now.
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 A Smarter Approach Over Sector-Based Investing
With our ever-changing technology and the fast pace at which trends are emerging and spreading globally, it’s oversimplifying to identify any one or two sectors as having the most potential. In any sector, there will be some companies that seize on a new opportunity faster than others as new trends or themes emerge in today’s world.
And then there are those companies that will literally jump sectors as a trend emerges — does anyone think of Alphabet (formerly Google) as an auto company? Well, they very well could be in the next several years if its self-driving project is successful. That’s a very big if, however, Apple’s “Project Titan” and the several hundred employees it has working on creating an electric vehicle at a secret location near its Cupertino headquarters shows just how serious outsiders are about jumping into the auto-sector.
For reasons such as these and many others, traditional sector-based investing doesn’t fit into our mindset at all at Tematica. When we analyze the market landscape, we instead approach it from an entirely different perspective.
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CONNECTED SOCIETY
The way in which we interact with family, friends, co-workers, clients, companies and more.
The Connected Society is a result of a sea change in how people communicate, get news, shop, transact, invest, share pictures and videos, and consume digital content in one form or another. This dramatic change in consumption behavior has rippled across a number of industries — music, television, movies, news and publishing, and mail — with more to be affected (transportation and logistics, healthcare, groceries, and education to name a few). Looking back just a few years, a key example would be the shift from desktop computing to laptop computers, which was then disrupted by the iPad and tablet computing.
It’s through this lens that we look to which companies are leading this disruption — which companies are enabling these shifts because of their disruptive technology or business models? Which ones are benefitting from pain points associated with this increasingly digital lifestyle?
SCARCE RESOURCES
The scarcity of materials, foods, services and even human capital.
Gold. Oil. Tantalum. Platinum. Water. Eggs. What do these six things have in common? Each of these due to varying circumstances are limited resources that are experiencing rising demand amid a global population and the awakening of third world economies.
While there may only be so much water and oil on this planet, the ability to increase crop size for cotton, beef, and other commodities takes time. There are disruptions, such as the avian flu that has destroyed the hen laying flock in recent years, which had a dramatic impact on food, pharmaceutical and restaurant companies in 2015. There are also regulatory considerations that result in greater competition for resources.
This investing thematic looks to identify companies that are either positioned to benefit from a scarce resource or those that could see their margins and earnings come under pressure as key input prices escalate.
CASH-STRAPPED CONSUMER
Reflects the economic backdrop of the last few years, which is looking more and more like the new normal.
Low labor force participation and payroll to population figures, increased savings rates, lack of available credit, stagnant income growth and inflation concerns for food has led to consumers saving where they can, trading down when possible and seeking value for each dollar that is actually spent. This influences not only on what and when consumers will buy, but also where and how they buy. Will they shop at Whole Foods or Costco? Will they dine out or eat in? Do they take a vacation or remain home for a “stay-cation?” Do they pay with cash, or with debit or credit cards?
This investment theme looks to profit from those psychographic pains and others like them as consumer behavior shifts and certain companies benefit while others suffer.
SAFETY & SECURITY
Cyber, Personal and Homeland Security.
This theme revolves around the fact that people, companies, and institutions must be increasingly on guard, behaviors need to shift from one of reactionary defense to always prepared and secure. The Security: Personal, Corporate & Homelands investing theme targets those types of companies from firearms and military defense equipment manufacturers, to commercial and residential security systems and cyber security.
– Get on Board with Thematic Investing –
If you want to break away from the herd . . .Â
then it’s time to give Tematica Investing a try
When you become a member to Tematica Investing, you are plugged into the world of thematic investing, and each week we deliver to you a stream of insights, strategies, and actions you can take to outperform the market. Included with each membership:
To help investors kick off the trading week ahead of the pack, the Monday Morning Kickoff traces the key happenings of the previous week and looks ahead to the coming economic and earnings calendars for the new week. Utilizing our thematic lens, our Tematica Team identifies key catalysts that are bound to shape in the week ahead and beyond.
Every Wednesday, you'll receive new investment ideas, updates on previous recommendations and general updates as they relate to the 17 thematics we utilize. The report takes a long-view approach to investing based upon documented thematic trends while identifying the underlying drivers of future value (or risk), and thus provides a forward-looking, longer-term lens to making investment decisions than traditional investment strategies.
Thematic Signals highlights confirming data points and items to watch for from our 17 investing themes. Whether its a news item, video clip, or company commentary, we’ve included this full list of items literally “ripped from the headlines.” We deliver these to you via Twitter, Facebook, our website or through an end of the week wrap-up email. You chose! Either way, you'll be armed with the information and insights you need to see the investment themes literally playing out before your eyes.
Check Out Tematica Research with the FREE TRIAL!
The proof as they say is in the pudding.
We’re willing to put our money where our mouth is with our thematic approach and provide you with a special, risk-free 14-day free trial to Thematic Investing. You get the Monday Morning Kick-off, Tematica Investing, and Thematic Signals for 14 days. You pay nothing today.*
If at the end of your 14-day free trial*, you like what you’re getting, you’ll pay just $99.95 for a 1-year subscription. That’s nearly 60% off the cover price of $249 per year.
If on the other hand, you find that you can’t stand it, hate it, or otherwise find us utterly distasteful, then just login and cancel your subscription BEFORE the end of your trial period and you won’t be charged anything. Not a dime.
What do you have to lose?
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– Special Bonus Offer –
JOIN TODAY
And Get a Copy of Chris Versace’s New Book
Cocktail Investing: Distilling Everyday Noise into Clear Investment Signals for Better Returns.
CHRIS VERSACE’S NEW BOOK IS OUT . . .
and we have a copy reserved with your name on it.
The Connected Society…the Rise and Fall of the Middle Class…the Cash-Strapped Consumer…Guilty Pleasures. These themes can be analyzed to drive your investing and help you identify the companies you may want to invest in.
Tematica Research Chief Investment Officer Chris Versace and his co-author flesh out this thematic approach to investing even more thoroughly in the new book, Cocktail Investing: Distilling Everyday Noise into Clear Investment Signals for Better Returns. It’s an accessible, alternative way to look at investing in a style that’s enjoyable to read…and encourages you to take an active and informed role in saving and investing for your golden years.
You’ll learn to recognize actionable opportunities from daily observations and casual conversations with friends over cocktails. You’ll see how changing economics, demographics, psychographics, “disruptive” technologies, public policy, and other forces produce strong tailwinds for some companies, propelling them ahead of others in any so-called “sector.”
A hard cover copy of Cocktail Investing, a $29.95 value, is yours free if you stick with Tematica Investing after your free trial.*
(Sorry, we can’t send you a copy, just for signing up for the free trial, because then you might just cancel and keep the free book and that would question our financial acumen!)
But you must act soon, because this offer expires on August 30, 2016!
You have nothing to lose. You get a 2-week free trial to Tematica Investing, and if you stay on after your free trial, you get a free copy of Cocktail Investing.*
Cheers to that!
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Since striking out on my own to self-publish Tematica Investing and the Monday Morning Briefing, I’ve been proud to be able to bring you increased analysis and research on thematic investing, what I view as the best way to approach investing in today’s volatile and politically-charged markets.
My subscribers have benefitted from this unique way that I approach the markets. After all, it’s identified more than 52 double-digit percentage winners over the last 3 years for subscribers to my newsletter, as well as 90 double-digit and 91 triple-digit percentage winners to subscribers of my trading services.
It’s really no surprise. My thematic investing framework – developed and honed over the past 25 years – takes a long-view approach to investing based on documented trends in today’s fast changing world. Investors that still cling to the outdated practice of sector investing are literally missing the boat. After all, there will always be plenty of underperforming companies within each traditional sector. We prefer to identify the particular companies that are benefitting from today’s emerging themes.
I hope you give Tematica Investing a try, and I’d really like to send you your very own copy of my new book, Cocktail Investing.*
Chris Versace
Chief Investment Officer, Tematica Research, LLC
Editor, Tematica Investing, Monday Morning Kickoff
Manager, The Thematic Index
This offer expires at the end of this month!
This 2-WEEK FREE TRIAL offer*, plus a copy of the Cocktail Investing book if you continue past your free trial period, is only valid until August 30, 2016. So you must act now!
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* OFFER TERMS
This offer is only valid until August 30, 2016. When you sign-up today for the 14-Day free trial offer, you must provide a valid form of payment. You will not be charged anything today; however, at the end of the free trial period, you will be charged $99.95 for your 1-year subscription to Tematica Investing or $149.95 for a two-year subscription. After receipt of your initial subscription fee, the free copy of Cocktail Investing will be mailed to you within 3-4 weeks. Your subscription will be automatically renewed at the end of your term and your credit card will be billed on that same schedule until you cancel your subscription.Â