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INVESTMENT STRATEGIES

Sustainable Equities Technology Disruptors

Our Answer to the World of Tomorrow

Technology has made its way into our lives at an extraordinary pace. It is reshaping every aspect, including how we communicate, work, travel, and search for information. And this is only the very beginning. Disruptive technologies like artificial intelligence, the Internet of Things, and quantum computing are transforming key steps in production value chains and creating many opportunities for progress that weren't imaginable several years ago.
“We always overestimate the change that will occur in the next two years and underestimate the change that will occur in the next ten”
– Bill Gates
           

Our Strategy

Our distinctive strategy aims to generate attractive long-term returns while participating in the growth of tomorrow’s technology winners.
We seek investment opportunities globally by targeting companies with promising technologies, long-term secular growth prospects and scalable business models with high barriers-to-entry. To maximise the return potential and better navigate different phases of the economic cycle, we build a well-diversified portfolio with a broad exposure to technology themes*:
  • High-tech products (e.g. robotics, virtual and augmented reality, future of mobility)
  • Information processing (e.g. quantum computing, big data & intelligence, cybersecurity
  • Connectivity (e.g. cloud, 5G, edge computing)
  

Our Investment Approach

Our investment process is underpinned by a specialised research-driven investment approach that results in a high conviction portfolio with a focus on mid-cap growth companies. Our in-house sustainable investing expertise is an additional important element in our differentiated approach. Integrating ESG (Environment, Social, and Governance) factors into our investment process strengthens our analysis. It enables us to identify companies with strong ESG credentials that provide solutions to improve environmental and social outcomes. This leads to better idea generation while increasing the quality of the portfolio.
  

Our Team

The portfolio is managed by Tomasz Godziek, Pierin Menzli and Daniel Lurch, three experienced investment professionals that not only have in-depth understanding of complex underlying technologies, but also their impact across value chains. Tomasz brings quantitative and longstanding expertise in the technology sector. Pierin has extensive experience in portfolio management experience as well as in sustainable investments. He is also responsible for the Thematic Equities team. Meanwhile, Daniel brings valuable sell-side and buy-side experience with a focus on cyclical sectors.
  
  
The JSS Sustainable Equity - Tech Disruptor fund has been awarded the highest possible rating from Forum Nachhaltige Geldanlagen.
FNG Label 3 Stars
The fund is an Article 8 fund under SFDR. Find out more.
For information about investment products please visit our Fund Finder.
* Example of technologies for illustrative purposes