The global property equity strategy invests worldwide in stocks of companies in the property sector. Our investment philosophy is based on our conviction that we can generate alpha:
Our investment process consists of three steps: First, top-down identification of the trends that offer the highest growth. E-commerce is the force driving the split between prime and non-prime retail assets, companies (re)locate to central business districts (CBDs) and there is an increase in demand for high tech and specialized assets. Furthermore, the housing shortage leads to an increased demand for rental housing. Second, bottom-up selection of companies that combine a high exposure to the selected themes with upside potential. Third, portfolio construction: stocks fitting our pre-selected themes that score well on all analysis metrics are assigned higher weights. ESG information is taken into account.
The global property 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 have access to Robeco’s sector, emerging markets and sustainability analysts.
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:
Investors may suffer substantial losses of their investments in the Funds. Investor should not invest in the Funds solely based on the information provided in this document and should read the offering documents (including potential risks involved) for details. Investment involves risks. Past performance is not indicative of future performance. The information contained in this website is provided for reference only and does not constitute any investment advice. Investors are advised to seek independent advice before making any investment decision. Please refer to the relevant offering documents for details including the risk factors before making any investment decisions. This web page is published by Robeco Hong Kong Limited and has not been reviewed by the Securities and Futures Commission. You must read the above information before proceeding. By clicking the “I AGREE” button below, you acknowledge that you have read the relevant risk disclosure statements.