Our job here at Vestact is to watch trends and to try to invest in line with those trends. One trend that I have noticed gaining huge traction over the last decade is gaming. Yesterday gaming, as a form of global entertainment, jumped to a whole new level when it was announced that Blizzard Entertainment and Disney have signed a multi-year deal to broadcast the Overwatch League on ABC networks, ESPN and Disney XD.
The games will air during prime time on ESPN on July 27-28. Remember that most of this content is already live streamed on Amazon's Twitch, but this signifies a move to mainstream content creation.
How have we invested alongside this theme you may ask? We already have loads of exposure to the sector. Tencent is the biggest gaming company in the world, and even own a stake in Activision Blizzard. We own Tencent through Naspers. We also have exposure to Nvidia which make the gaming chips, as well as Amazon who own Twitch, the gaming streaming product mentioned above. Clients could also own Activision Blizzard and Disney directly if they felt compelled, both quality businesses. There are plenty of options available.