The power of compounding doesn’t operate in isolation, however. Its effectiveness is greatly enhanced when combined with a keen understanding and forward-looking perspective of global megatrends. These trends, which include technological breakthroughs, demographic and social change, shifting economic power, climate change and resource scarcity, and rapid urbanization, have the potential to dramatically reshape the investment landscape.
Thus, the philosophy of compounding, patient capital utilization and long-term view, coupled with an astute understanding of global megatrends, forms the cornerstone of Snowball’s portfolio construction.
