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. This marked the beginning of Phase II of Thematic Lens development with the intention of locating specific and actionable investment opportunities within the identified Areas of Interest by focusing in on specific Sub-Verticals,[…]
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. At the start of this journey,[…]
As a continuation of our discussion related to factors of influence that we see shaping the investment landscape over the next several years, we would like to delve into our last important factor, “The Modernization of Things”.[…]
Now that 3RC has introduced all four of the Factors of Influence (Shifting Demographics, Increasing Global Conflict, Lower Energy Costs and the Modernization of Things), we want to further dive into the manifestations of those factors, starting with the Shifting of Demographics in the U.S. and what it will likely mean to investors. So far we have taken a very broad view of the factors of influence and only touched on some of the manifestations that have become apparent. In this volume, we look to develop these manifestations further and set the framework for the next phase of our discussions.[…]
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.[…]
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.[…]
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. This report examines the next Factor of Influence, Modernization of Things, and dives into the manifestations that are most relevant for 3RC and our investors.[…]
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. This report marks the beginning of the transition to the next stage in the strategy report series, where we will examine the areas of interest arising from the manifestations of each Factor of Influence. In this report, we will focus on the areas of interest that are relevant to 3RC resulting from the manifestations of Shifting Demographics, which will further guide our investment strategy and outbound sourcing efforts.[…]
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. Following this investigation, 3RC will be left with an enhanced perspective that will further guide 3RC’s investment strategy and outbound sourcing efforts.[…]
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. Following this investigation, 3RC will be left with an enhanced perspective that will further guide our investment strategy and outbound sourcing efforts.[…]
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. This investigation will further guide
our investment strategy and outbound sourcing efforts.[…]
As part of the recently implemented growth strategy at 3 Rivers Capital (3RC), we have invested in tangible tools and intellectual capital to assist in improving investor communications. This improved communication will take several forms including quarterly performance reports, new deal diligence reports and greater investor insights into 3RC’s investment strategy. This monthly report will commence our effort to provide additional transparency in the development and implementation of our thematic investment approach and strategy.[…]
As discussed in our first report, shifting demographics is a major factor of influence that we feel is essential to understand when evaluating investment opportunities in the future. As we know, life always adheres to the evolving nature of time. As we move forward into the next decade, the aging of these generational cohorts in the United States will result in shifting economic trends.[…]
As a continuation of our discussion related to factors of influence that we see shaping the investment landscape over the next several years, we would like to delve into our next important factor, escalating global conflict. Unfortunately, conflict both at home and abroad is the new norm. It seems as if every day there is an unfortunate episode of violence due to a litany of conflicts including: the Civil War in Syria that has created a major refugee crisis in Europe and soon could become a reality here in the U.S.,[…]
As discussed in our first report, a major economic factor that 3 Rivers Capital believes will influence our investment strategy is the trend of lower energy prices. While we do believe that we will continue to see fluctuations in energy pricing ongoing, in general we believe energy prices could remain in a narrow range with a trend towards lower pricing for the next 10 years.[…]
Listen to this recent episode of Business Banter featuring 3 Rivers Capital Partner Rob Carskadden.