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Our thematic investment strategies seek to achieve long-term capital growth by aligning investments to areas of superior long-term growth dynamics.
Themes seek to identify the major areas of structural change in the world. This structural change can be political, economic, social, technological, or environmental; its impact will manifest across traditional economic sectors, and will be significant in magnitude and long-term in duration.
As thematic change disrupts established industries and companies, it provides a potential opportunity for active investors to identify winning business models and avoid the losers.
The Case for Thematic Investing
Why we believe using themes to guide an investment process can help to deliver long-term sustainable returns.