Global Trends

Global challenges offer opportunities for concentrated equity portfolios

Our thematic portfolios reflect global trends, regardless of sector or geographical location. We invest in companies that benefit from these trends by developing innovative products and services. When global challenges like resource shortage or urbanization inevitably arise, these companies make valuable contributions to solving the problem.

Global Trends strategies focus on these themes: Clean Technologies, New Power, Sustainable Water and Future Resources.

We have found that active portfolio management is a prerequisite for strong thematic investing. Using a bottom-up approach to consistent stock picking is a critical component of our success. This requires in-depth analysis of a company to establish whether its shares are suitable for one of our thematic portfolios.