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Next Digital Billion Equity

Next Digital Billion Equity

Investing in the next wave of internet users in emerging markets

Key points:

  • Unique strategy focused on high-growth technology companies and tech-enablers in emerging markets
  • Widely experienced portfolio managers
  • A high conviction, benchmark-agnostic strategy

Philosophy

Next Digital Billion’s investment philosophy is based on these key beliefs:

  • Many emerging markets now have ‘internet critical mass’, unleashing the next wave of technology companies catering to these new users
  • There is a secular shift in share of technology market cap creation towards emerging markets, with many leapfrogging traditional paths of development.
  • Pre-conceived notions on how, where, and by whom new technologies are developed are being challenged, with local technology champions the long-term winners.
Mobile wave in emerging markets
Mobile wave in emerging markets

The ‘next digital billion’ is a metaphor for the future of the internet.

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Process

Our investment process consists of three steps:

  1. The team searches for secular sub-trends related to the next wave of internet users in emerging markets.
  2. The portfolio managers identify companies positioned to benefit from these trends.
  3. Portfolio is constructed in line with the investment guidelines.

Team

The Next Digital Billion strategy is managed by two portfolio managers based in Rotterdam. These portfolio managers are supported by analysts 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 a broad team of fundamental emerging markets and digital trends-oriented investment professionals.

Subjects related to this strategy are:

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Disclaimer

Please read this important information before proceeding further. It contains legal and regulatory notices relevant to the information contained on this website.

The information contained in the Website is NOT FOR RETAIL CLIENTS - The information contained in the Website is solely intended for professional investors, defined as investors which (1) qualify as professional clients within the meaning of the Markets in Financial Instruments Directive (MiFID), (2) have requested to be treated as professional clients within the meaning of the MiFID or (3) are authorized to receive such information under any other applicable laws. The value of the investments may fluctuate. Past performance is no guarantee of future results. Investors may not get back the amount originally invested. Neither Robeco Institutional Asset Management B.V. nor any of its affiliates guarantees the performance or the future returns of any investments. 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.

In the UK, Robeco Institutional Asset Management B.V. (“ROBECO”) only markets its funds to institutional clients and professional investors. Private investors seeking information about ROBECO should visit our corporate website www.robeco.com or contact their financial adviser. ROBECO will not be liable for any damages or losses suffered by private investors accessing these areas.

In the UK, ROBECO Funds has marketing approval for the funds listed on this website, all of which are UCITS funds. ROBECO is authorized by the AFM and subject to limited regulation by the Financial Conduct Authority. Details about the extent of our regulation by the Financial Conduct Authority are available from us on request.

Many of the protections provided by the United Kingdom regulatory framework may not apply to investments in ROBECO Funds, including access to the Financial Services Compensation Scheme and the Financial Ombudsman Service. No representation, warranty or undertaking is given as to the accuracy or completeness of the information on this website.

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