When I look for new companies to invest in, I start by picturing the world ten years from now; what will be in greater demand, which problems will need solving, and which companies will be essential to meeting thoseI take a long-term, top-down approach to investing, starting with macro and secular trends. I focus on durable themes shaping the future and drill down to industries and companies with strong fundamentals, proven management, and attractive valuations. My portfolio is anchored in long-term income ...