By continuing on this site you have agreed to cookies being placed and accessed by this website. More information and adjusting cookie settings.

Robeco uses cookies to analyze your visit to this site, to share information via social media and to personalize the site and advertisements in line with your own preferences. By clicking on agree or by continuing on this site, you agree to the above. More information and adjusting cookie settings.

AGREE

Robeco uses cookies to analyze your visit to this site, to share information via social media and to personalize the site and advertisements in line with your own preferences. By clicking on agree or by continuing on this site, you agree to the above. More information and adjusting cookie settings.

AGREE

By continuing on this site you have agreed to cookies being placed and accessed by this website. More information and adjusting cookie settings.

Trend and theme equities

It is Robeco’s strong belief that thematic investing is an excellent way to capitalize on a changing world. Our aim is to profit from above-average capital growth by diversified investing in the strongest worldwide themes such as changing demographics, the digitalization, the shortage in natural resources and increasing environmental awareness. Our thematic offering encompasses a wide range of focused thematic strategies. In addition, Rolinco invests opportunistically in the most attractive thematic funds given market conditions and expectations.

Trend and theme equities

Trends investing

The investment approach for Robeco’s trend equity strategies is based on our conviction that we can generate alpha by top-down identifying the most appealing secular trends and long-term growth themes within each trend. The investing team aims to capture multiple trends in order to ensure a proper diversification of its portfolios under management.

Companies are primarily evaluated on their exposure to selected trends, but also on growth potential and superior management execution. Research is mainly driven by fundamentals and valuation analysis, as well as quantitative research and technical analysis. The portfolio manager team focuses on the assessment of value creating factors based on companies’ business model and market position, management strengths, the impact of business and economic cycle and the impact of investment sub-trends.

Portfolio weights are based on conviction level and risk/return tradeoff. Typically, stocks fitting our pre-selected trends and ranking high on all analysis metrics are assigned the higher portfolio weights.

Highlights:

  • Flexibility to invest in trends beyond the normal scope of traditional sector funds
  • Stock selection as the key performance driver, driven by top-down trend selection and bottom-up research
  • A truly global perspective, across the entire capitalization spectrum
  • Proprietary quantitative tools to support decision making
  • Experienced and tenured investment team

Resource efficiency themes

The world is undergoing dramatic structural change. Long-term megatrends such as demographic shifts, resource scarcity, pollution and climate change shape companies’ competitive environment by creating sustainability challenges and opportunities. Companies that respond to such challenges by seizing new market opportunities can create superior long-term shareholder value.

Based on these trends, RobecoSAM has identified the sustainability themes Water, Smart Energy, Climate, Healthy Living, Smart Materials and Agribusiness.

Theme funds allow investors to profit from a targeted selection of future-oriented companies that develop and market innovative products and services addressing today’s key sustainability challenges, and that are thus expected to achieve above-average long-term growth.

Highlights
  • Unique, cross-disciplinary investment team with financial and scientific background
  • Exposure to long-term global trends and growth at an attractive valuation
  • High conviction portfolio with a direct link to an attractive theme with strong growth potential
  • Long-standing, dedicated focus on sustainability
  • Proven integration of sustainability and financial data to produce alpha
Share this page: