Succeeding in water technology is not a trivial matter. It requires tenacity, innovation and also being in the right place at the right time.

That is why we take the role of selecting water companies to show-case at BlueTech Forum seriously and apply our skills in understanding of technologies, companies and markets, to select what we believe, are winning technologies and companies that map to dynamic market areas.

The father of value investing, Benjamin Graham, said that ‘in the short run, the market is like a voting machine – tallying up which firms are popular and unpopular. But in the long run, the market is like a weighing machine -assessing the substance of a company’.

Viewed from the perspective of a value investing portfolio, the track record of BlueTech Forum show-case companies is over twice the industry average as shown in the table below.

Of course, we don’t get it right all the time, and our failure rate is also high. Often though, where one company fails, the technology goes on to succeed in a pattern we call the Selfish Water Technology Gene.

This year we have focused on selecting companies from our Horizon Scans and Innovation Tracker that map to key areas of opportunity such as 3D printing, Advanced Anaerobic Treatment, Forward Osmosis, Ceramic Membranes, HydroThermal Carbonisation, Metagenomics and Bioelectrode sensors.

The following are some of the companies that have been selected that map to these areas –