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Global growth equity
Trend and thematic equities

Global growth equity

Applying a trend approach to global equity investing

Key points:

  • Long-term secular growth trends as 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 global growth 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: First, top-down identification of long-term trends from a global well-diversified perspective. The four major long-term trends are ‘Digital World’, ‘Emerging Middle Class’, Industrial Renaissance’ and ‘Getting Old and Staying Healthy’. Second, bottom-up selection of companies that combine a high exposure to the selected themes with upside potential. Third, careful portfolio construction where the size of positions is based on conviction level and risk-return trade-off.

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Team

The global growth equity strategy is managed by two portfolio managers. They are based in Rotterdam and fully dedicated to the strategy. The portfolio managers are supported by two trend researchers 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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