High-Conviction Global Thematic
The investment objective aims to generate a long-term, above average return. Therefore‚ in principle global direct and indirect investments in securities of listed companies are made. Shares as well as bonus and participation certificates are especially considered as securities. Indirect investments are particularly done via funds and ETFs. Investments will be made in the USA‚ Asia and Europe. At the same time‚ investments in other selected markets can be carried out.
Global and Regional Analysis
Global and Regional Analysis: We start by keeping a close eye on long-term shifts in society, technology, demographics, economics, and the environment. We use a combination of macroeconomic data, societal trends, and technological advancements to identify these megatrends, as these are typically transformative and have far-reaching impacts.
Research and Thought Leadership
We continuously review research reports, academic papers, and insights from leading think tanks. Conferences, white papers, and discussions with subject matter experts in various industries also help us spot trends early. This allows us to position ourselves ahead of the curve.
Data-Driven Approach
We also rely on data analytics, looking at historical patterns and forecasts in sectors such as renewable energy, artificial intelligence, health & wellness, and climate change, among others. Our research is data-driven to validate and ensure that these trends have strong potential to drive growth.
Identifying Megatrends
Long-Term Sustainability
A key element in how we prioritize megatrends is their long-term sustainability. We focus on trends that will evolve over decades rather than those with short-lived hype. Sustainability, whether it’s environmental, economic, or societal, plays a crucial role in our evaluation.
Market Readiness
We evaluate the readiness of various markets to adapt to and adopt these megatrends. Some trends may be nascent, while others may already be in the scaling phase.
Emerging Technologies
Technological advancements often act as a catalyst for megatrends. For example, advancements in AI, quantum computing, or biotechnology can rapidly accelerate certain megatrends and create new opportunities.
Defining and Prioritizing Megatrends
Innovation and Leadership
When selecting companies within a particular megatrend, we prioritize innovation. We look for companies that are at the forefront of the trend, developing new technologies, business models, or approaches that differentiate them in the market.
Financial Health and Growth Potential
Companies must not only align with the megatrend but also demonstrate strong financial health and growth potential. We perform rigorous fundamental analysis to assess profitability, scalability, and market positioning.
Market Share and Competitive Advantage
We focus on companies that have a competitive advantage in their respective markets—whether that’s through intellectual
Selecting Companies within a Megatrend
Ongoing Monitoring
We continuously monitor the megatrends and the companies we invest in, adjusting our strategy as the trends evolve and new information comes to light. This helps us stay agile and make informed decisions.
Emerging Opportunities
As new trends surface, we remain open to exploring opportunities outside our current scope, allowing us to adapt and grow alongside new opportunities.
