investment strategy

investment strategy

Umbrex is pleased to welcome Katherine Feeney with Beckett Square. Katherine runs Beckett Square, through which she works primarily with private equity funds and corporate acquirers on topics including commercial due diligence, investment and portfolio strategy, market screens, and performance improvement. Katherine founded Beckett Square in early 2019 after her time at Bain & Company, where she worked across practices and industries in the Washington, DC and Johannesburg, South Africa offices.

Concurrent to founding Beckett Square, she was instrumental in the launch of Lock 8 partners, a lower-middle-market Saas-focused growth equity fund. Katherine is based in Washington, DC, where she also serves on the boards of two local nonprofit organizations. She earned her undergraduate degree at the University of Virginia and an MBA from the Wharton School.

 

Cheryl Lim Tan takes a look at how the COVID-19 virus has affected what consumers are buying after the initial panic purchases.

Let’s see how the stay-at-home economy is stacking up.

The American consumer has until very recently, powered close to 70% of GDP. As we settle into what may be a few months of a nationwide stay-at-home order due to COVID-19, a very different looking consumer is emerging — in yoga pants, and in desperate need of a haircut / dye job / triple latte.

So yes, we already know people have stocked up on toilet paper and hand sanitizer. But after the initial panic-buying wears off and we settle into this coronavirus-induced new normal, what else will this new consumer be purchasing?

 

The hierarchy of needs include:

  • Survival
  • Services
  • Home Office/School
  • Self-entertainment
  • Self-fulfilment

 

Read the full article, What is that socially-distant consumer buying these days?, on Medium