Equities

Equities

 

Equities

    

Capitalize on global equity opportunities through CSAG Asset Management's diverse strategies, spanning traditional active management to thematic and specialized offerings.

CSAG Equity Funds Mid-Year 2023 Review & Outlook

Explore our in-depth analysis of recent equity market dynamics and drivers, along with our economic and market outlook. Discover the performance across our actively-managed equity fund lineup and uncover potential opportunities aligned with structural trends.

Investment Approaches:

We aim to deliver stable, risk-adjusted equity returns through our specialized strategies, providing exposure to specific themes and market niches. For institutional and wealth clients, we offer customized equity solutions to complement our fund range.

Thematic Equity Investing:

 

Gain exposure to long-term structural growth themes by investing in innovative pure-play companies deriving at least 50% of revenues from powerful secular trends like:

  • Cybersecurity
  • Digital Health
  • Robotics & Automation
  • EdTech & E-Learning
  • Clean Energy Transition
  • Environmental Solutions
  • Next-Gen Infrastructure

Our multi-thematic opportunities provide diversified access across our high-conviction themes.

Reasons to Invest:

  • Capture innovation: Capitalize on transformative trends through public equities.
  • Focus on leaders: Gain concentrated exposure to companies driving secular change.
  • Enhance diversification: Seek returns with lower correlation to broad equity markets.

Potential Risks:

  • Volatility: Equity investments involve short-term fluctuations.
  • Concentration: Thematic focus may increase non-diversification risk.
  • Small-mid caps: These holdings may underperform at times.
  • Past performance: Historical results do not guarantee future returns.

Browse our diverse equity fund lineup spanning active, thematic, and quantitative strategies.

Recent Insights:

Contact us to learn how our comprehensive equity capabilities can help position your portfolio.

Related Capabilities:

  • Fixed Income
  • Multi-Asset Solutions
  • Currency Management

Please review available offering materials for details on risks and other important information. All investments involve risks, including possible loss of principal.

CSAG Asset Management