We were one of the first asset managers to pioneer investing in emerging markets, the first to take sustainability investing seriously, and one of the first to adopt quantitative investing using advanced research techniques. Now we integrate sustainability investing as standard, while constantly developing new techniques in a range of fields including factor investing, equity trends and high yield bonds.
This is only possible because we have consistently based our investment decisions on thorough research and sound risk management, assuming a long-term view. We still operate as a pure-play asset manager today, with an active investment style, and our aim is to continue to achieve outperformance for clients.
‘We crash test the world, not our clients’
Our mission is to enable our clients to achieve their financial and sustainability goals by providing superior investment returns and solutions. We do this by offering a compact, client-oriented and distinctive range of actively managed investment strategies and pension/investment solutions. To help achieve sustainability goals, environmental, social and governance (ESG) factors are now routinely integrated into the entire fundamental equity, fixed income and quant ranges, as standard. We also offer bespoke sustainability funds, multi-asset and alternative investments, and private equity strategies.
Today, we are part of ORIX Europe, a subsidiary of ORIX Corporation, a Japanese business conglomerate based in Tokyo, Japan. We are active globally, with investment and client teams in branch offices from Miami to Hong Kong that understand local market conditions and clients’ needs. And as we are a pure play asset manager, we do not have the distractions of offering other financial services such as banking or insurance. Investing is all we do: we are the Investment Engineers.
Portfolio managers integrate fundamental, quant & sustainability research
Successful pioneers are also cautious. The key to combining both these elements is rigorous research, building on our first director’s belief that “every investment strategy should be research-driven”. To achieve this, we draw fully on our talented investment managers, researchers, analysts and specialists to find the best ideas. Working through a process, we ‘crash test’ strategies to identify – and solve – problems. Put simply, if we can’t prove it, we don’t launch it.
And so our mission remains to use a research-based, quality-driven process to produce the best possible long-term results for our clients. We uniquely integrate fundamental, quantitative and sustainability research. Portfolio managers use the insights from all three, allowing them to make better-informed investment decisions. Risk management is essential, which is why we say we will always believe in long-term, sustainable capital growth.
The Robeco Capital Growth Funds have not been registered under the United States Investment Company Act of 1940, as amended, nor or the United States Securities Act of 1933, as amended. None of the shares may be offered or sold, directly or indirectly in the United States or to any U.S. Person (within the meaning of Regulation S promulgated under the Securities Act of 1933, as amended (the “Securities Act”)). Furthermore, Robeco Institutional Asset Management B.V. (Robeco) does not provide investment advisory services, or hold itself out as providing investment advisory services, in the United States or to any U.S. Person (within the meaning of Regulation S promulgated under the Securities Act).
This website is intended for use only by non-U.S. Persons outside of the United States (within the meaning of Regulation S promulgated under the Securities Act who are professional investors, or professional fiduciaries representing such non-U.S. Person investors. By clicking “I Agree” on our website disclaimer and accessing the information on this website, including any subdomain thereof, you are certifying and agreeing to the following: (i) you have read, understood and agree to this disclaimer, (ii) you have informed yourself of any applicable legal restrictions and represent that by accessing the information contained on this website, you are not in violation of, and will not be causing Robeco or any of its affiliated entities or issuers to violate, any applicable laws and, as a result, you are legally authorized to access such information on behalf of yourself and any underlying investment advisory client, (iii) you understand and acknowledge that certain information presented herein relates to securities that have not been registered under the Securities Act, and may be offered or sold only outside the United States and only to, or for the account or benefit of, non-U.S. Persons (within the meaning of Regulation S under the Securities Act), (iv) you are, or are a discretionary investment adviser representing, a non-U.S. Person (within the meaning of Regulation S under the Securities Act) located outside of the United States and (v) you are, or are a discretionary investment adviser representing, a professional non-retail investor. Access to this website has been limited so that it shall not constitute directed selling efforts (as defined in Regulation S under the Securities Act) in the United States and so that it shall not be deemed to constitute Robeco holding itself out generally to the public in the U.S. as an investment adviser. Nothing contained herein constitutes an offer to sell securities or solicitation of an offer to purchase any securities in any jurisdiction. We reserve the right to deny access to any visitor, including, but not limited to, those visitors with IP addresses residing in the United States.
This website has been carefully prepared by Robeco. The information contained in this publication is based upon sources of information believed to be reliable. Robeco is not answerable for the accuracy or completeness of the facts, opinions, expectations and results referred to therein. Whilst every care has been taken in the preparation of this website, we do not accept any responsibility for damage of any kind resulting from incorrect or incomplete information. This website is subject to change without notice. The value of the investments may fluctuate. Past performance is no guarantee of future results. If the currency in which the past performance is displayed differs from the currency of the country in which you reside, then you should be aware that due to exchange rate fluctuations the performance shown may increase or decrease if converted into your local currency. For investment professional use only. Not for use by the general public.