November 2021

SaaS-tainable Investments | Why software and cloud computing are growing sources of quality companies

In Tiedemann’s white paper Quality Never Goes Out of Style, we discussed the critical role that business quality plays in Tiedemann’s investment philosophy. We then explored how investment analysis that incorporates environmental, social, and governance factors (“ESG”) can enhance our understanding of business quality in the ESG & Business Quality white paper. As a follow-up, we take a closer look at software, an industry with a large and growing number of companies that exemplify our criteria for business quality. In an increasingly digitized and connected world, software is a key enabler of products and services. Many of Tiedemann’s investment managers believe software offers one of the best structural growth opportunities globally. The software sector is a growing source of quality companies, and software businesses have many attractive quality characteristics.

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