The investment philosophy for Consumer Trends Equity is based on our conviction that we can generate alpha:
Our investment process consists of three steps:
The global Consumer Trends Equity strategy is managed by two portfolio managers. These portfolio managers are supported by a dedicated technology analyst and a consumer analyst for this strategy, and the other portfolio managers within the Trends Equities team. This team is responsible for a range of trend strategies that are expected to provide above average returns by profiting from long term structural trends. The portfolio managers of this strategy have access to Robeco’s global, emerging markets and sustainability analysts and portfolio managers.