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. They are based in Rotterdam and fully dedicated to the strategy. These portfolio managers are supported by two trend researchers and the other trend 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 also have access to Robeco’s sector, emerging markets and sustainability analysts.