Equities
Global themes
This strategy invests in companies from around the world that are beneficiaries of long-term themes arising from changes in economies, industries, and societies.
Our approach to managing this strategy combines top-down analysis of structural trends and bottom-up stock selection driven by fundamental analysis.
Valuation is a crucial aspect of the stock selection process, reflecting our focus on 'themes grounded in reality'.
The strategy will typically hold 40 to 60 stocks and aims to be diversified across countries and sectors.
Sustainability considerations play an important role in our company analysis. ESG is integrated in the stock selection process.