The investment philosophy for consumer trends equity is based on our conviction that we can generate alpha:
Our investment process consists of three steps: First, top-down identification of long-term trends from the consumer perspective. The three major long-term trends are ‘The Digital Consumer’, ‘The Emerging Consumer’ and ‘Strong Brands’. Second, bottom-up selection of companies that combine a high exposure to the selected themes with upside potential. Third, careful portfolio construction where the size of positions is based on conviction level and risk characteristics.
The 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 Investing department. The portfolio managers also have access to Robeco’s sector, emerging markets and sustainability analysts.
Robeco Institutional Asset Management B.V. (Dubai office) is regulated by the Dubai Financial Services Authority (“DFSA”) and only deals with Professional Clients and does not deal with Retail Clients as defined by the DFSA.
Neither information nor any opinion expressed on the website constitutes a solicitation, an offer or a recommendation to buy, sell or dispose of any investment, to engage in any other transaction or to provide any investment advice or service. An investment in a Robeco product should only be made after reading the related legal documents such as management regulations, prospectuses, annual and semi-annual reports, which can be all be obtained free of charge at this website and at the Robeco offices in each country where Robeco has a presence.