Robeco, The Investments Engineers

Opportunity: Fundamental equities

High-conviction equities for volatile times

In uncertain times, expertly managed concentrated portfolios with a high active share are preferable to the inertia of passive investment.


With an enviable investment heritage stretching back 96 years, Robeco’s fundamental equity strategies have always adapted to deliver returns even in the toughest investment times.

To optimize investment performance we take a data-driven approach to finding a select group of companies across sectors and geographies. Our high-conviction global equity and emerging markets strategies are managed by one of the most experienced teams in the industry and can enable you to achieve a truly global investment footprint.

The current trends demanding high-conviction

Uncertainty inevitably leads to market turbulence. Volatile markets can shake investor confidence, but your portfolio doesn’t have to suffer. This is where a concentrated investment approach that includes our highest conviction stocks becomes essential, with the objective of providing stability, reliability, and the potential for long-term growth. More than ever, knowing what you own is critical.

By investing in global equities, both in developed and emerging markets, you can gain exposure to economic growth, inflation protection, and geographic diversification, allowing you to benefit from, or mitigate, all these trends. In this new era of volatility and rapid change, active approaches that truly deviate from market indexes will make a signficant difference to your investment outcome.

Hauke Ris - Co-Head of Robeco’s Sustainable Global Equity team and head of the Fundamental Equity CPM team

Hauke Ris
Co-Head of Robeco’s Sustainable Global Equity team and head of the Fundamental Equity CPM team

“

In uncertain times, high-conviction equity strategies have the agility to navigate market cycles effectively

How high-conviction targets alpha

Our high-conviction strategies aim to outperform its reference indexes over a three- to five-year investment horizon. This approach results in concentrated portfolios featuring a high active share and low turnover.

Only those stocks in which the investment team has the highest conviction enter the portfolio. The benchmark-agnostic and unconstrained character of our high-conviction strategies allows our portfolio managers to select stocks they consider to be attractive from a fundamental, valuation, and sustainability point of view.

As these portfolios are often contrarian and truly differ from market indices, it may take time for the investment case to develop. It’s important, therefore, not only to have a high active share portfolio but also a long investment horizon. As an additional benefit, this results in lower portfolio turnover and hence lower transaction costs.

Fundamental equity: time-tested, all-weather route to alpha

Equities in developed and emerging markets expose investors to the growth of the global economy and the accelerating productivity gains from new technologies across market cycles.

Fundamental equity


Why Robeco?

icon-orange-triangle-arrow.png

Sustainability expertise

Sustainability is integrated into stock selection with Robeco’s analysts using ESG factors to provide a more holistic understanding of a company’s risk profile. In emerging markets this is especially helpful to overcome low transparency, more limited governance standards, and, sometimes, lax product safety standards.

icon-orange-circle-oval-dot.png

A strong and experienced global team

Robeco’s global fundamental equities team consist of more than 70 investment professionals. The team cooperates closely with our China and Asia-Pacific specialists based in Hong Kong and Shanghai as well as sustainable investment analysts in Singapore and the Netherlands.

Time-tested strategies

Global Stars Equities

Robeco recommends a core allocation to global equities as a key component of a resilient portfolio expressed through Robeco Global Stars Equities, our flagship high-conviction equity strategy. This provides essential exposure to the global economy’s main drivers through market cycles.

Emerging Stars Equities

Another high-conviction strategy to consider is Robeco Emerging Stars Equities, which offers exposure to favorable demographics and rising affluence in Asia, Latin America, the Middle East, Central Europe and Africa, giving you a stake in our collective global future.

Let's keep the conversation going

Keep track of fast-moving events in sustainable and quantitative investing, trends and credits with our newsletters.

Don’t miss out
Robeco

Robeco aims to enable its clients to achieve their financial and sustainability goals by providing superior investment returns and solutions.

Important information This disclaimer applies to any documents and the verbal or written comments of any person in presentations or webinars on this website and taken together is referred to herein as the “Information”. The services to which the Information relate are NOT FOR RETAIL CLIENTS - The information contained in the Website is solely intended for professional investors, defined as investors which (1) qualify as professional clients within the meaning of the Markets in Financial Instruments Directive (MiFID), (2) have requested to be treated as professional clients within the meaning of the MiFID or (3) are authorized to receive such information under any other applicable laws and must not be relied or acted upon by any other persons. This Information does not constitute an offer to sell, or a solicitation of an offer to buy, any financial product, and may not be relied upon in connection with the purchase or sale of any financial product. You are cautioned against using this Information as the basis for making a decision to purchase any financial product. To the extent that you rely on the Information in connection with any investment decision, you do so at your own risk. The Information does not purport to be complete on any topic addressed. The Information may contain data or analysis prepared by third parties and no representation or warranty about the accuracy of such data or analysis is provided.
In all cases where historical performance is presented, please note that past performance is not a reliable indicator of future results and should not be relied upon as the basis for making an investment decision. Investors may not get back the amount originally invested. Neither Robeco Institutional Asset Management B.V. nor any of its affiliates guarantees the performance or the future returns of any investments. If the currency in which the past performance is displayed differs from the currency of the country in which you reside, then you should be aware that due to exchange rate fluctuations the performance shown may increase or decrease if converted into your local currency. Robeco Institutional Asset Management B.V. (“Robeco”) expressly prohibits any redistribution of the Information without the prior written consent of Robeco. The Information is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use is contrary to law, rule or regulation. Certain information contained in the Information includes calculations or figures that have been prepared internally and have not been audited or verified by a third party. Use of different methods for preparing, calculating or presenting information may lead to different results. Robeco Institutional Asset Management UK Limited (“RIAM UK”) is authorised and regulated by the Financial Conduct Authority. RIAM UK, 30 Fenchurch Street, Part Level 8, London EC3M 3BD (FCA Reference No:1007814). The company is registered in England and Wales under Ref No. 15362605.

In all cases where historical performance is presented, please note that past performance is not a reliable indicator of future results and should not be relied upon as the basis for making an investment decision. Investors may not get back the amount originally invested. Neither Robeco Institutional Asset Management B.V. nor any of its affiliates guarantees the performance or the future returns of any investments. If the currency in which the past performance is displayed differs from the currency of the country in which you reside, then you should be aware that due to exchange rate fluctuations the performance shown may increase or decrease if converted into your local currency. Robeco Institutional Asset Management B.V. (“Robeco”) expressly prohibits any redistribution of the Information without the prior written consent of Robeco. The Information is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use is contrary to law, rule or regulation. Certain information contained in the Information includes calculations or figures that have been prepared internally and have not been audited or verified by a third party. Use of different methods for preparing, calculating or presenting information may lead to different results. Robeco Institutional Asset Management B.V. is authorised as a manager of UCITS and AIFs by the Netherlands Authority for the Financial Markets and subject to limited regulation in the UK by the Financial Conduct Authority. Details about the extent of our regulation by the Financial Conduct Authority are available from us on request.