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Webinar: Uncovering the structural winners of consumer trends

Webinar: Uncovering the structural winners of consumer trends

11-03-2020 | Webinar
In this episode of our webinar series, we look at how we uncover the structural winners of major shifts in global consumer spending.
  • Jack  Neele
    Jack
    Neele
    Portfolio Manager
  • Richard  Speetjens
    Richard
    Speetjens
    Portfolio Manager

Speed read

  • We discuss broad trends shaping consumer spending
  • … and how investors can get exposure to these trends
  • … by focusing on the structural winners

Global Consumer trends: Uncovering the quality compounders

Quality compounders are quality growth stocks able to compound shareholder value on a consistent basis. Unfortunately for investors, there are only very few of these companies. Yet, when looking at the characteristics of this exclusive group of outperformers, we find a number of interesting similarities.

The vast majority of these companies have valuable intangible assets, a long-term thinking management team focused on continuously improving their products and services and the ability to generate high and consistent returns. Other characteristics include a strong balance sheet and relatively low capital intensity.

The Robeco Global Consumer Trends strategy strives to uncover the precise companies that feature such characteristics. We believe that quality compounders offer the best way to generate superior long-term investment returns for our clients. To achieve this, we first focus on the trends that offer the highest growth potential and then identify the structural winners within these trends.

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