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Trend investing

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
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