Research

3RC is pleased to present you our investment strategy report on the Industrial Automation and Internet of Things (IoT) industry – comprehensively known as Industrial Digitization – with focus on the United States. In this report we provide an overview of the trends driving growth and our strategy to enter this sector,[…]

In mid-2019, 3RC concluded Phase I of Thematic Lens development with the summary of all previous Strategy Reports, and the discussion of Areas of Interest and Sub-Verticals we intended to explore in future inbound and outbound sourcing efforts.[…]

The previous thirteen Strategy Reports provided a top-down view of the marketplace with the hope of narrowing the universe of industry segments to a list that was manageable, actionable, and where 3RC had conviction that opportunities exist for significant outperformance.[…]

In the previous Strategy Report, 3RC discussed the most relevant areas of interest concerning the manifestations of Lower Domestic Energy Prices. In this report, 3RC will examine the most promising opportunities related to the manifestations of Modernization of Things.[…]

In the previous Strategy Report, 3RC dove into the most relevant areas of interest that arose from the manifestations of Escalating Conflicts both domestically and overseas. In this report, 3RC will examine the most promising opportunities surfacing from the manifestations of Lower Domestic Energy Prices.[…]

In the previous Strategy Report, 3RC explored the most relevant areas of interest that arose from the manifestations of Shifting Demographics. This report is the second installment in the Areas of Interest segment, where 3RC will focus in on specific industries and sectors with the most favorable dynamics surfacing from the manifestations of Escalating Conflicts.[…]

In our previous four Strategy Reports, we dove into the most impactful manifestations that we saw rising from our four Factors of Influence, including Rising Conflicts, Lower Energy Prices, the Modernization of Things, and Shifting Demographics.[…]

Our previous Strategy Report discussed the manifestations arising from Low Domestic Energy Prices and how those manifestations are impacting 3RC’s approach when searching for and analyzing investment opportunities.[…]

Our previous Strategy Report discussed the manifestations arising from Escalating Conflicts Globally and how those manifestations are impacting 3RC’s approach when searching for and analyzing investment opportunities. This report examines the next Factor of Influence, Lower Domestic Energy Prices, and dives into the manifestations that are most relevant for 3RC and our investors.[…]

In our previous Strategy Report, we dove into the most impactful manifestations that we saw rising from the Shifting Demographics in the United States. This report examines our next Factor of Influence, Escalating Conflicts Globally, and takes a closer look at the manifestations that will impact our strategy.[…]