By 2025, emerging regions are expected to make up almost half the companies in the Fortune Global 500, up from 85 in 2010. Which means that, to identify the great businesses of tomorrow, investors need to shift their focus away from today’s go-to stocks.
We will need to look particularly to online technology platforms domiciled in China, which is now the largest e-commerce market in the world.This white paper looks at the key attributes of these businesses, and highlights some of the companies we believe could be the businesses of the future.
The Montgomery Global Fund has invested in what we believe to be tomorrow’s great businesses. Businesses like Alibaba (NYSE: BABA) and Tencent (HKEx: 700) are emerging as likely candidates for tomorrow’s great global businesses. Since inception in July 2015, the Fund has returned 30.38% outperforming the benchmark by 8.47%*. To find out more about investing in the fund visit the web page – Montgomery Global Fund. *To 31 October 2017.