We concentrate on markets where there is a rising tide, where there is measureable new customer adoption with superior double digit growth. These markets allow multiple adolescent companies to monetize their technology, establish a successful revenue model and hopefully reach scale. Online advertising is such a market. It is reaching scale and is nowhere near saturation. It is growing 3X to 5X more than the mature mainstream advertising conglomerates such as WPP and Interpublic. Jeb Terry, Sr. March 28, 2012
Within the online advertising market the hyper-growth sectors are social and mobile – I am sure you are shocked. The Aberdeen portfolio touches these areas of growth via multiple holdings and we are looking for more.
These charts and other can be found at www.emarketer.com
Aberdeen Investment Management – a guide service for micro-cap technology investment