Our Strategies

Our content strategies capitalize on thematic, long-term media trends built on a close study of human behavior. We derive alpha by recognizing the effects patterns of consumption have on the market—a competitive advantage that doesn’t fit neatly into a style box.

UBIQUITOUS STRATEGY

Exploits opportunity in content compatible with “ubiquitous” companies – those whose services have become part of our daily lives and whose position in the supply chain gives them pricing power.

RECOVERY STRATEGY

Developed in response to the pandemic. The strategy is compatible and created for companies that have been especially impacted by COVID-19 but are well positioned to recover over the next few years.

CONTENT LEADERS STRATEGY

Benchmarked from mainstream U.S. companies that are dominant in the media content arena, including television producers, filmmakers, content libraries, broadcast channels and platforms.

TRANSFORMERS STRATEGY

Seeks above-average total return by investing in content strategies of global companies that benefit from shifts in consumer behavior and technological innovation.

DIGITAL WORLD STRATEGY

Finds mega-platform providers that have the resources to evolve, transform, and acquire as technology advances and consumer demand shifts.

HUMAN BEHAVIOR STRATEGY

Focuses on content that derive the majority of their revenue through sales to U.S. consumers, fulfilling the different levels of human need in a variety of income categories.

INDUSTRY INSIGHTS

Read our most recent blog posts on industry insights and issues our clients and other content strategists care about.