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Next Digital Billion Equity

Next Digital Billion Equity

Investing in the next wave of internet users in emerging markets

Key points:

  • Unique strategy focused on high-growth technology companies and tech-enablers in emerging markets
  • Widely experienced portfolio managers
  • A high conviction, benchmark-agnostic strategy

Philosophy

Next Digital Billion’s investment philosophy is based on these key beliefs:

  • Many emerging markets now have ‘internet critical mass’, unleashing the next wave of technology companies catering to these new users
  • There is a secular shift in share of technology market cap creation towards emerging markets, with many leapfrogging traditional paths of development.
  • Pre-conceived notions on how, where, and by whom new technologies are developed are being challenged, with local technology champions the long-term winners.
Mobile wave in emerging markets
Mobile wave in emerging markets

The ‘next digital billion’ is a metaphor for the future of the internet.

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Process

Our investment process consists of three steps:

  1. The team searches for secular sub-trends related to the next wave of internet users in emerging markets.
  2. The portfolio managers identify companies positioned to benefit from these trends.
  3. Portfolio is constructed in line with the investment guidelines.

Team

The Next Digital Billion strategy is managed by two portfolio managers based in Rotterdam. These portfolio managers are supported by analysts and the other trend portfolio managers within 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 have access to a broad team of fundamental emerging markets and digital trends-oriented investment professionals.

Subjects related to this strategy are:

Related strategies

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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. 

The Funds are domiciled in Luxembourg and The Netherlands. ACOLIN Fund Services AG, postal address: Affolternstrasse 56, 8050 Zürich, acts as the Swiss representative of the Fund(s). UBS Switzerland AG, Bahnhofstrasse 45, 8001 Zurich, postal address: Europastrasse 2, P.O. Box, CH-8152 Opfikon, acts as the Swiss paying agent. The prospectus, the Key Investor Information Documents (KIIDs), the articles of association, the annual and semi-annual reports of the Fund(s) may be obtained, on simple request and free of charge, at the office of the Swiss representative ACOLIN Fund Services AG. The prospectuses are also available via the website www.robeco.ch. Some funds about which information is shown on these pages may fall outside the scope of the Swiss Collective Investment Schemes Act of 26 June 2006 (“CISA”) and therefore do not (need to) have a license from or registration with the Swiss Financial Market Supervisory Authority (FINMA). 

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