A Long-Term Opportunity in Cybersecurity

We hear the news at least once a week. Another big data breach. A ransomware attack. Some large scale hacking attack. Whatever it is, we know that the cybersecurity threat situation continues to escalate.

Cyber attacks are getting bigger, more sophisticated and damaging. Many companies are woefully unprepared. Whether it’s ransomware that is exfiltrating data in addition to holding it hostage, or more convincing phishing campaigns, or the drive by browser attacks that lead to malware injection, the landscape of threats is evolving and worsening as time goes on.

One of the key areas where companies will need to invest is protecting their endpoints. Think of corporate fleets of laptops, desktops and servers, for example.

With all of that in mind we have a name in the cybersecurity space that we think provides a compelling investment opportunity.

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