Consumer & Retail
GIH has faith in the global consumer. We believe demand for consumer
goods will be robust in the decade to come – not only luxury amenities more immune to downturns, but more
accessible products with broader market appeal. GIH invests in the best suppliers of both.
Another trend that gives us confidence in consumer goods is digital technology’s impact on global vertical supply
chains. Competition is sharper, goods cheaper, and profits easier to attain. The consumer has access to
unprecedented choice and ever-lower price points. GIH seeks out nimble consumer-facing companies with business
models that take advantage of these technology-driven trends.
