Sustainable Thematic Equities Technology Disruptors
Our answer to the world of tomorrow
We are currently in the midst of the transition from the Third to the Fourth Industrial Revolution. A number of disruptive technologies, such as Artificial Intelligence, the Internet of Things, Robotics and Autonomous Vehicles, will reshape our world. However, the positive effects of innovation are not only confined to Information Technology firms, but also to early adopters of these disruptive technologies across all sectors.
“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
– Bill Gates
A key aspect of our investment approach is to split the investment universe into Technology Enablers (high-growth IT firms, pioneers of technological innovation) and Technology Beneficiaries (non-IT, first movers in the respective industries). By combining technology companies and non-tech companies, volatility in the overall equity selection should be reduced while returns will benefit from the diffusion of new technologies across all sectors.
Our investment process is underpinned by a specialized research driven investment approach which results in a high conviction portfolio with a focus on mid cap growth companies. Our in-house sustainable investing expertise is one element of our differentiated approach. We have found that integrating ESG (Environment, Social, and Governance) skews our investment universe towards the Quality factor. This is particularly relevant in industries such as IT, where firms often focus too much on top-line growth and neglect strong corporate governance principles.
The portfolio is managed by Tomasz Godziek Pierin Menzli and Yohann Terry, three experienced investment professionals. Tomasz has several years of experience covering the information technology sector with strong quantitative expertise. Pierin brings deep sustainable investment expertise and he’s also responsible for the Thematic Equities team. Meanwhile, Yohann has prior experience as a financial analyst in the communication sector.
Hear more about the Strategy from our Lead Portfolio Manager
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