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Alternative Investment Trend

A powerful trend that's been underway for quite a long time is...

"the largest concentrated group of emerging consumers in history on earth are growing their ability to pull more & more resources from outside this circle into their lives"

We see people building roads to get milk, a real product & the best metaphor for resource security, which is why we call this a "Milk Road" trend.

What single fact & pair of assumptions continue to drive & support the growth of this trend?

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Fact

More than 50% of the world's population live inside the Valeriepieris Circle - more than 4 billion people.

Assumption 1

Emerging consumers in the Valeriepieris Circle have existing need, expanding wallet & growing will to pay to improve resource security for themselves, children & families.

Assumption 2

Rates of Return on Investment (ROI) depends on ownership in the right companies growing market share with customers who live inside the Valeriepieris Circle.

What Now?

Compare & Contrast
these two different
Investment Themes & Trends

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