Digital Marketing: Last month we saw the future

Adobe Systems is one of the flagship investments in our portfolios. Over the last three years since we have owned the stock in the portfolio, the shares have performed exceptionally well. Whilst many people are familiar with some of their Creative products, for example, Photoshop and Acrobat PDF, there is another business division within Adobe, their Digital Marketing suite which does not garner as much attention. We were very early to identify the opportunity of the Digital Marketing business and it is now coming into the foreground. Adobe is the pioneer in this industry but there is also a multitude of smaller specialist companies who are attempting to break into this market. 

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