united kingdomen
Financials equity
Trends equities

Financials equity

Applying a trend approach to financials

Key points:

  • Invests in multiple financial trends: aging finance, digital finance and emerging finance
  • Searches for excellent executors within these trends 
  • Truly global perspective in terms of regions, sectors and industries; high active share

Philosophy

The financials equity strategy invests worldwide in stocks of companies in the financial sector and in IT companies related to the financial industry. The investment philosophy is based on our conviction that we can generate alpha:

  • Top-down – by identifying the most appealing trends and themes relating to the financials sector at an early stage; and 
  • Bottom-up – by selecting attractively priced stocks that are set to benefit from these trends and themes. 

Process

Our investment process consists of three steps. First, top-down identification of the trends and themes that offer the highest growth potential. The three main trends are aging finance, digital finance and emerging finance. Second, bottom-up stock selection that ensures high exposure to the selected themes, applies fundamental and quantitative research, and finds companies with attractive valuations. The third step is portfolio construction, which is based on conviction level, risk, diversification per trend and a strict buy and sell discipline.

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Team

The financials equity strategy is managed by the Financials and Property team, which consists of three seasoned portfolio managers. This team is based in Rotterdam and is fully dedicated to the financials and property sectors. The portfolio managers are supported by a dedicated trend analyst 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.

Get in touch with us

Contact us if you would like to know more about this strategy.

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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.

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