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Thematic Investing Strategy
A Brighter Future Begins with a Bold Vision
Our thematic equities can help you tap into long-term innovation and invest in the themes that are fuelling humanity's, society's, and planet's future. Their goal is to generate higher potential returns, and they are driven by a new breed of dynamic, thematic investors.
Our thematic equity investments are managed by a team with decades of thematic investing experience and track disruptive, secular growth themes such as AI & Robotics, Safety, Subscription Economy, Water, and Wellness. They seek markets that have the potential to grow faster than the global economy as a whole. See how this can help you capitalise on the innovations and trends shaping the future.
Invest Now. Change Tomorrow.
We provide unrestricted and concentrated portfolios with a high active share in comparison to any major global equity index. Each identifies companies with an appealing risk/return profile driven by secular trends that also meet non-financial ESG criteria.
We provide unrestricted and concentrated portfolios with a high active share in comparison to any major global equity index. Each identifies companies with an appealing risk/return profile driven by secular trends that also meet non-financial ESG criteria.
Expertise that keeps you One Step Ahead of the Competition
Our team has extensive knowledge of the long-term growth trends that will shape the future, such as AI, robotics, technology, safety, wellness, the subscription economy, and water. Our portfolio managers have more than a decade of thematic investing experience on average.
Why is Thematics Important?
True thematic experts, we seek to capitalise on long-term secular opportunities for investors, with the search for new growth drivers spanning sectors, countries, and geographies. We avoid fads and short-termism and are acutely aware of the changes that promise to disrupt our lives, such as the rise of AI and automation, digital and real-world security, resource scarcity, changing demographics, and new consumer patterns.
The experienced team offers a range of different funds for forward-thinking investors looking to capitalise on disruption, combining a top-down approach (thematic alpha) with rigorous bottom-up due diligence (stock selection).
Multi-Manager focuses on the major themes that shape our world today. Instead of focusing on short-term fads or trends, they seek to capitalise on long-term secular opportunities for investors, with the search for new growth drivers spanning sectors, countries, and geographies. Whether it's the rise of AI and automation, digital and real-world security, resource scarcity, or new consumer patterns, Multi-Manager is acutely aware of the changes that have the potential to disrupt our lives – and investing.
The investment strategies outlined here are offered by Multi-Manager through institutional separately managed accounts. The information and strategies discussed are strictly for illustrative and educational purposes and are primarily intended for institutional investors. They are not a recommendation, offer, or solicitation to buy or sell securities or to engage in any investment strategy. There is no guarantee that any of the strategies discussed will be successful. Past performance does not guarantee future outcomes. Every investment carries some level of risk. While there is the possibility of profit, there is also the possibility of loss.