It’s no secret that human longevity has been increasing structurally as access to healthcare and dietary education has improved over time. Despite this, its difficult to think of any names in the consumer space that recognise or specifically target the elderly sector.
The share of total growth that comes from this demographic has been growing over time and we believe that it could be a significant share of developed world growth over the next ten years.
We seek listed public equities that are exposed to this demographic opportunity.