Benevolent Distruptors

Benevolent Distruptors

The study presents a data-driven investment thesis: companies that address entrenched structural problems within society consistently deliver higher returns than traditional venture investments.

Key findings:

  • Benevolent Disruptors deliver 51% higher returns than traditional venture investments
  • Indirect Benevolent Disruptors, whose business models solve foundational problems even if they monetize elsewhere, generate 67% higher returns than traditional venture investments (i.e. businesses that do not solve systemic problems at all)
  • Benevolent Disruptors are counter-cyclical, outperforming during downturns when systemic failures surface and demand for real solutions intensifies

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