Our approach
We collaborate with experts from industry and academia aiming to identify powerful secular growth trends likely to shape our lives for years to come. By cutting across traditional investment classifications, we strive to select attractively valued companies poised to take advantage of secular growth embedded in these trends.
Our pure-play focus aims to maximize exposure to those trends – or themes – as we invest in disruptors and innovators with at least 50% in revenues attributable to a given theme. This can lead to greater exposure to small- and medium-sized companies, offering clients diversification away from well-known index stocks.
Webinar replay
Watch Angus Muirhead, Head of Thematic Equities, and Pascal Mercier, Senior Investment Specialist, as they discuss our approach to pure-play thematic investing.
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Our strategies
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Trending insights
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Emerging market review and outlook – equities and fixed income
Overall emerging market growth is likely to be lower going into the new year, but we believe active management could continue to build a compelling emerging market case for global investors.
