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Financials equity
Trend and thematic equities

Financials equity

Applying a trend approach to financials

Key points:

  • Invests in multiple financial trends: aging finance, digital finance and emerging finance
  • Searches for excellent executors within these trends 
  • Truly global perspective in terms of regions, sectors and industries; high active share

Philosophy

The financials equity strategy invests worldwide in stocks of companies in the financial sector and in IT companies related to the financial industry. The investment philosophy is based on our conviction that we can generate alpha:

  • Top-down – by identifying the most appealing trends and themes relating to the financials sector 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. First, top-down identification of the trends and themes that offer the highest growth potential. The three main trends are aging finance, digital finance and emerging finance. Second, bottom-up stock selection that ensures high exposure to the selected themes, applies fundamental and quantitative research, and finds companies with attractive valuations. The third step is portfolio construction, which is based on conviction level, risk, diversification per trend and a strict buy and sell discipline.

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Team

The financials equity strategy is managed by the Financials and Property team, which consists of three seasoned portfolio managers. This team is based in Rotterdam and is fully dedicated to the financials and property sectors. The portfolio managers are supported by a dedicated trend analyst and the other trend portfolio managers within the Trends Investing department. The portfolio managers also have access to 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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