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Megatrends Equity

Megatrends Equity

Applying a trend approach to global equity investing

Key points:

  • Long-term secular megatrends as the key performance driver
  • Preference for companies with pure-play exposure to these growth trends
  • Focus on companies with proven record of high returns on invested capital across sectors and regions

Philosophy

The investment philosophy for the Megatrends Equity strategy 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 megatrends from a global, well-diversified perspective. The four major long-term trends are the digital world, emerging middle class, industrial renaissance and healthy aging. The second step is the bottom-up selection of companies that combine high 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-return trade off.

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Team

The Megatrends Equity strategy is managed by two portfolio managers. 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.

Get in touch with us

Contact us if you would like to know more about this strategy.

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Disclaimer Robeco Switzerland Ltd.

The information contained on these pages is for marketing purposes and solely intended for Qualified Investors in accordance with the Swiss Collective Investment Schemes Act of 23 June 2006 (“CISA”) domiciled in Switzerland, Professional Clients in accordance with Annex II of the Markets in Financial Instruments Directive II (“MiFID II”) domiciled in the European Union und European Economic Area with a license to distribute / promote financial instruments in such capacity or herewith requesting respective information on products and services in their capacity as Professional Clients. 

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