At the Quality-Growth Investor Conference 2025 in New York, Morgan Samet, Co-Head and Managing Partner of the Innovation Fund at Lingotto Investment Management, shared her insights on the future of investing in high-growth industries. Her presentation centered on identifying the next $100 billion companies by leveraging deep technology and hardware.
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Samet emphasized that while market volatility often scares investors, true long-term growth comes from backing transformative industries early. Historically, only a small fraction of companies drive the majority of market returns—just 4% of companies have accounted for 100% of market gains over time?
Looking ahead, he identified autonomous vehicles (AVs)...
