Our investment philosophy is based on sustainability, quality and value. Sustainable companies provide products and services that create value for society. Quality is indicated in our three perspectives on a company: competitive position, financial performance and sustainability factors. We rely on proprietary research into ESG and financial factors to develop investment ideas that provide exposure to these features, but with a disciplined valuation approach: overpaying for a business, no matter how strong it is, will result in inferior returns.
The strategy is based on a best-in-class approach to identifying sustainability sector leaders. This screening process is followed by fundamental financial analysis. A proprietary discounted cash flow model that takes into account financial and sustainability criteria helps to identify the most attractive companies.
RobecoSAM is an investment specialist focused exclusively on Sustainability Investing. Lead portfolio manager Kai Fachinger is supported by RobecoSAM’s multi-disciplinary team of equity and sustainability analysts who have extensive experience in specific sectors or in traditional financial analysis.
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Robeco Capital Growth Funds (“the Funds”) are distinguished by their respective specific investment policies or any other specific features. Please read carefully for the risks of the Funds:
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Investments involve risks. Past performance is not a guide to future performance. Potential investors should read the terms and conditions contained in the relevant offering documents and in particular the investment policies and the risk factors before any investment decision is made. Investors should ensure they fully understand the risks associated with the fund and should also consider their own investment objective and risk tolerance level. Investors are reminded that the value and income (if any) from shares of the fund may be volatile and could change substantially within a short period of time, and investors may not get back the amount they have invested in the fund. If in doubt, please seek independent financial and professional advice.
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