Credit markets often show signs of dislocation and so typical benchmark thinking and institutional biases mean some investment opportunities are overlooked. Our objective is to capture these inefficiencies by combining in-depth fundamental and sustainability research with contrarian portfolio construction and strict risk control. We aim to deliver a solid financial performance with a portfolio of best-in-class euro denominated credits that is more sustainable than its benchmark.
The research process combines a top-down market view to assess credit attractiveness and factors that drive credit market returns in the short term with skillful issuer selection to create a broadly diversified portfolio. Sustainability is integrated into three stages of the investment process: the screening, where we exclude sustainability laggards from the investment universe; the bottom-up credit analysis, where we establish issuers’ ESG profiles; and the portfolio-construction stage, where we carry out transactions to optimize the portfolio’s environmental impact.
The Sustainable credits strategy selects the best-in-class sustainable issuers in close cooperation with RobecoSAM, the market leader in sustainability investing. Portfolio managers make investment decisions based on in-depth issuer analysis carried out by a highly experienced team of career credit 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.