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Global fintech equity
Trends equities

Global fintech equity

Applying a trends approach to fintech

Key points

  • Investments in the fintech universe sections Payments, Security and Core Banking
  • Search for excellent executors, best-positioned for long structural trends in the digitization of the financial sector
  • Well-diversified portfolio consisting of winners, enablers and challengers

Philosophy

Fintech offers abundant opportunities to monetize digitization. Our investment philosophy is based on the conviction that we can generate alpha:

  • Top-down – by identifying the most appealing trends and themes in the fintech sector; and
  • Bottom-up – by fundamental analysis to identify the best executors and stocks with attractive relative valuation.

Process

Our investment process consists of four steps. First, to identify long-term growth trends in the fintech universe. Second, to identify the winners, enablers and challengers within the universe. Third, bottom-up stock selection that significantly benefits from the fintech trends applies fundamental and quantitative research and sustainability to find companies with attractive valuations. Fourth, portfolio construction based on conviction level, risk, diversification and a strict buy and sell discipline.

Trends investing
Trends investing

Exploiting the behavioral biases

Find out more

Team

The fintech equity strategy is managed by two seasoned portfolio managers who form part of the Trends Investing team based in Rotterdam. These portfolio managers are supported by dedicated trend analysts and further trend portfolio managers from the Trends Investing team. The portfolio managers also have access to Robeco’s sector, emerging markets and sustainability analysts.

Disclaimer

The information contained in the website is solely intended for professional investors. Some funds shown on this website fall outside the scope of the Dutch Act on the Financial Supervision (Wet op het financieel toezicht) and therefore do not (need to) have a license from the Authority for the Financial Markets (AFM).

The funds shown on this website may not be available in your country. Please select your country website (top right corner) to view the products that are available in your country.

Neither information nor any opinion expressed on the website constitutes a solicitation, an offer or a recommendation to buy, sell or dispose of any investment, to engage in any other transaction or to provide any investment advice or service. An investment in a Robeco product should only be made after reading the related legal documents such as management regulations, prospectuses, annual and semi-annual reports, which can be all be obtained free of charge at this website and at the Robeco offices in each country where Robeco has a presence.

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