OPINION: Like many growth investors, Bradley Amoils is having a tough year. But he’s staying focused on four big trends: demographics, debt, deglobalisation and disruption.
– “it’s really important that if the consumer is spending twice as much on gasoline and 50 per cent more on food, clearly they have less money to spend on other things” – he’s been through periods before where growth stocks are on the nose.“It’s always darkest before the dawn, and it’s tough to know when markets will take a different view. But you can be certain they will.
Which leads to the final two Ds. Not surprisingly for a growth investor, Amoils is a big believer in disruptive technology. “The adoption cycles for new technologies are disproportionately steeper, the curves are faster, and that creates opportunities for these growth companies that can embrace this new tech to shine and deliver outsized returns.”Amoils argues.
The trick now is to stay focused on the bigger picture while the market is looking elsewhere. Tesla, Amoils’ big holding, is a good example. While the As the EV sector grows over time, Amoils sees the potential for Tesla’s production to lift to 10 million cars, if it can maintain its 20 per cent share of the EV market.
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