The best investments come from imagining a future that is different from the past.

Portfolio Manager John C. Delano believes it takes optimism to view the world this way. But it seems inevitable that with more knowledge and more connections people will create things that can’t be imagined today.

John looks for companies that can imagine a different future and then figure out how to survive and thrive in it. As a patient investor, he looks for the companies that know how to endure in an ever-changing future.