Why Thematic Investing?

With increasing concerns that the market may be overvalued, we see thematic investing as an alternative way to invest more broadly in existing trends.

By focusing on long-term structural trends rather than short-term market fads, we focus on durable themes that can play out over many years and industries benefitting from current major economic transitions, including AI infrastructure, electrification, resource security, and climate adaptation.

As concerns about over concentration in passive ETFs linger, the major themes that surround and support the AI trend offer ways to capitalize on continued market growth while minimizing downside risk from overexposure to the Mag 7.

Hear Jeff’s thoughts from the NYSE:

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Gitterman Asset Management/Gitterman Wealth Management is a dba of Perigon Wealth Management, LLC (“Perigon”). Perigon is an SEC registered investment advisor.

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