IDENTIFYING THE TOP INVESTMENT THEMES 

1. Identifying the Top Secular Growth Sectors

• Technology: Cloud Computing, E-Commerce, Mobile Computing, Financial Tech, Software as a Service (SAAS), Artificial Intelligence, Virtual Reality

• Communication Services: Social Media, Streaming Technology

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2. Searching for High Quality and Yield

• Highest-quality companies with strong dividends

• Large-cap blue-chip global franchises

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