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Frank J Goguen
Research analyst, portfolio manager
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Blog

Mobility 2024 Outlook: Accelerating into the Future

Our conviction remains high as emerging technology and innovation transform the industry.

March 07, 2024 George Saffaye Frank J Goguen Robert C Zeuthen
Blog

2023 Mobility Outlook

Easing supply-chain pressures and rapid innovation should revitalize the mobility theme.

January 25, 2023 George Saffaye Robert C Zeuthen Frank J Goguen
Blog

ADAS, on the Road to Autonomy

We explore potentially life-saving advanced driver assistance system technology.

January 17, 2023 Robert C Zeuthen Frank J Goguen George Saffaye
Blog

Supercharging the Global Electric Vehicle Supply Chain

The regionalization and localization of supply chains can amplify their resiliency and sustainability, creating potential long-term opportunities investors.

July 27, 2022 Robert C Zeuthen Frank J Goguen George Saffaye
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