Find out which 10 global listed companies were hand-picked by experts because they are best placed to profit from disruptive technological innovations.

Macrovue's Disruptive Technologies Global Portfolio

Macrovue’s global share portfolios, known as Vues, have outperformed the benchmark indices.*

Returns as of 1 July 2017. Past performance is not a reliable indicator of future performance. For full performance numbers and methodology, please click here.

From 3D printing to cloud technologies to advanced genomics to robotics. Disruptive technologies are rapidly upending industry after industry and creating new ones in their place.

In constructing the Macrovue Disruptive Technologies portfolio, we focused on the 12 disruptive technologies identified by McKinsey as having the potential to generate $US14-33 trillion in economic value by 2025. They are: mobile Internet, automation of knowledge and work, Internet of things, cloud technology, advanced robotics, autonomous and near-autonomous vehicles, next-generation genomics, energy storage, 3D printing, advanced materials, advanced oil and gas exploration and recovery, renewable energy.

Disruption presents and opportunity, but it also presents a risk for companies and industries that stand to be disrupted. There have been many examples in the past like Kodak and Blackberry. We are entering a time where the mantra of the successful company is becoming: innovate or die.

Australian investors who see disruptive technologies as an increasingly important trend need to ask themselves a key question: which companies will thrive and which will not? The next question, of course, is how to invest in those that will.

With that aim, we created the Macrovue Disruptive Technologies portfolio. It’s a portfolio of ten globally listed innovators – rigorously analysed and researched – that are growing rapidly by adopting disruptive technologies.

You’ll get Macrovue’s expert analysis, access to the portfolio, and the opportunity to invest in it when you become a Macrovue member.

FIND OUT WHICH GLOBAL STOCKS WERE CHOSEN FOR THE MACROVUE DISRUPTIVE TECHNOLOGIES PORTFOLIO

You’ll get access to the portfolio, Macrovue’s expert analysis, and the opportunity to invest when you become a Macrovue member.

Meet Macrovue's Investment Team

Clay Carter | Head of Investment Committee

Clay has 25+ years experience managing global equity portfolios. Most recently, he was Head of International Investments at Perennial Investment Partners. Previously, Clay managed investment portfolios at QBE, PM Capital, Legal and General Life of Australia, and AMP. He has developed alternative methods to traditional market analysis and portfolio management and regularly appears on CNBC Asia and Bloomberg TV.

Dev Sinha | Head of Investment Products

Dev is the co-founder of Macrovue and leads the Equity Research and Product Development teams. He started his career as a quantitative analyst at Putnam Investments in Boston before moving to Singapore to join Bank of America Merrill Lynch. Dev has an MBA from The Fuqua School of Business, Duke University and an MS in Financial Engineering from Columbia University.

Dr. Sid Sahgal | CEO

Sid brings almost 20 years of experience in finance and technology. He started his career at Honeywell Aerospace as a software engineer before moving to Bank of America Merrill Lynch in New York as a quantitative analyst. Before starting Macrovue, Sid was a lecturer at UNSW while completing his PhD in Finance. He also holds a Masters in Computational Finance from Carnegie Mellon University.