Goldman’s “Pie Shift” Companies Are More Reliable Than Peers; “Confronting the Scarcity of Growth”

Pie Shift – Structural micro trends which gradually change the composition of end-markets or “pie shifts” can provide well-positioned companies a reliable long-term source of growth, say experts at Goldman Sachs. Aaron Ibbotson and colleagues added four new pie-shift growers and dropped four in their Feb. 23 research note titled “Confronting the Scarcity of Growth,” based on a 2015 performance review “Pie Shift” companies can deliver better than peers Ibbotson and team point out that “pie shifts” are their attempt to use the GS SUSTAIN tool box to ascertain companies with “superior access to growth” in choppy global markets. The analysts admit that such companies are rare…