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• We are increasingly living in a data-centric economy, from the highly targeted recommendations on Amazon, to the smart lights and security cameras in connected homes, to the fully autonomous car of the future.
• Semiconductors play an integral role in this evolving ecosystem, as all of this data needs to be processed, networked, stored, and analyzed.
• As investors better appreciate these emerging secular drivers of semiconductor demand, we believe it could change the way they invest in and value semiconductor stocks.

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Every day 1.1 billion vehicles worldwide take to the roads, and in the process consume roughly 77 million barrels of oil, produce 100,000 tons of carbon dioxide, cause 3,425 fatal car crashes, and create approximately $1.7 billion worth of economic drag from congestion... 

Author: Will Muggia – President, CEO & CIO As an active manager of public equities who has faced some of the challenges of the recent market environment, our views of the Active vs. Passive debate may be seen as biased, however, we think it is important to put the current conditions in hi...