Investing in technology disruptors

Buying into the next best thing can make you lots of money. Here’s what to look for, and some do’s and don’ts.

I’m not usually a “thematic” investor, but as one who is constantly looking for the next set of growth opportunities I strongly believe companies that successfully invent or employ a disruptive technology have the potential to provide investors with superior and sustainable long-term returns.

The McKinsey Global Institute published what I believe to be an extremely influential and timely report entitled “Disruptive Technologies: Advances that will transform life, business, and the global economy”, released in May 2013.


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