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Digital Innovations Trends Equity

Digital Innovations Trends Equity

Investing in strong structural growth trends on the production side of the economy

Key points:

  • Focuses on robotics and automation, digital enablers and secure digital infrastructure
  • Identifies trends arising from the digitalization of the B2B landscape
  • Provides risk diversification

Philosophy

The investment philosophy for Digital Innovations Trends Equity is based on our conviction that we can generate alpha:

  • Top-down – by identifying the most appealing trends and themes at an early stage; and
  • Bottom-up – by selecting attractively priced stocks that are set to benefit from these trends and themes.

Process

Our investment process consists of three steps. The first involves the top-down identification of long-term trends arising from the digitalization of the B2B landscape. The three major long-term trends are robotics and automation, digital enablers and secure digital infrastructure. The second step is the bottom-up selection of companies that combine relevant exposure to the selected themes with upside potential. And the third step is careful portfolio construction. The position sizing that forms part of this final stage of the process is based on conviction level and risk characteristics.

Team

The Digital Innovations Trends Equity strategy is managed by two portfolio managers, based in Rotterdam. They are supported by two trend researchers and the other trend portfolio managers in the Trends Equities team. This team is responsible for a range of trend strategies that are expected to provide above-average returns by profiting from long-term structural trends. The portfolio managers also work with Robeco’s sector, emerging markets and sustainability analysts.

Trends investing
Trends investing

Exploiting the behavioral biases

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Disclaimer

BY CLICKING ON “I AGREE”, I DECLARE I AM A WHOLESALE CLIENT AS DEFINED IN THE CORPORATIONS ACT 2001.

What is a Wholesale Client?
A person or entity is a “wholesale client” if they satisfy the requirements of section 761G of the Corporations Act.
This commonly includes a person or entity:

  • who holds an Australian Financial Services License
  • who has or controls at least $10 million (and may include funds held by an associate or under a trust that the person manages)
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    (i) a superannuation fund;
    (ii) an approved deposit fund;
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme.
    within the meaning of the Superannuation Industry (Supervision) Act 1993
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  • that is a trustee of:
    (i) a superannuation fund; or
    (ii) an approved deposit fund; or
    (iii) a pooled superannuation trust; or
    (iv) a public sector superannuation scheme
    within the meaning of the Superannuation Industry (Supervision) Act 1993 and the fund, trust or scheme has net assets of at least $10 million.
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    (i) carries on a business of investment in financial products, interests in land or other investments; and
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  • that is a foreign entity which, if established or incorporated in Australia, would be covered by one of the preceding paragraphs.
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