Thematic Equity

Thematic Equity

 

Thematic Equity

    

Look beyond short-term market noise by investing in innovative companies at the forefront of powerful secular growth themes - from technological disruption and demographic shifts to solutions for environmental challenges.

Our Approach:

Our investment teams conduct proprietary fundamental research, collaborating with industry and academic experts, to identify exciting opportunities aligned with the UN Sustainable Development Goals. We target attractively valued small-to-mid cap companies deriving at least 50% of revenues from thematic exposures, providing focused and diversified access to tomorrow's leaders.

By concentrating portfolios in pure-play companies driving transformative global trends, investors can potentially enhance returns and reduce correlation to broader markets.

Thematic Strategies:

  • Robotics & Automation: Gain exposure to companies revolutionizing industrial processes and services.
  • Cybersecurity: Access firms providing critical security solutions for our digital world.
  • Digital Health: Invest in technologies transforming healthcare delivery and drug development.
  • Infrastructure Innovation: Participate in next-generation infrastructure enabling smart cities, mobility, etc.
  • EdTech & Digital Learning: Companies disrupting traditional education models through new platforms.
  • Clean Energy Transition: Capitalize on opportunities in renewable power, energy efficiency, storage, and more.
  • Environmental Solutions: Exposure to innovations mitigating environmental footprints across industries.
  • Multi-Thematic Approach: A diversified allocation across our high-conviction themes.

Unboxing the Future:

 

Powerful megatrends have vast potential to reshape how we live and work. Join our award-winning team as they seek out innovative pure-play companies that may enhance portfolio growth and diversification over the long run.

Thematic Advisory Board:

To augment our thematic expertise, we established an advisory board of distinguished academics and industry leaders providing specialized insights into emerging technologies.

Reasons to Invest:

  • Exposure to innovative leaders: Gain exposure to companies driving transformative global trends.
  • Enhanced return potential: Seek attractive returns with lower correlation to broad markets.
  • Alignment with sustainability: Invest in solutions supporting sustainability goals.

Potential Risks:

  • Volatility: Equity investments involve fluctuations.
  • Concentration: Thematic focus may increase non-diversification risk.
  • Past performance: Historical results do not guarantee future returns.

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

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