Consumer Focus Sectors

Within the consumer industry, our sector approach is grounded based upon a number of underlying themes we expect to play out in the U.S. consumer economy over the next several years, and our views as to specific sectors which we expect will benefit if the underlying thematic assumptions play out as expected.  Our team has extensive experience investing in the consumer sectors depicted below.  From a geographic standpoint, the Upper Midwest is an ideal vantage point for investing in these sectors, with a wide range of consumer-related industry clusters present throughout the region.