Thematics AM

Meta

Combining the power of five specialist thematic portfolios into a single, diversified, multi-thematic strategy

The philosophy

Combining the power of five specialist thematic portfolios into a single, diversified, multi-thematic strategy.

AI & Robotics

AI and Robotics are rapidly becoming more prevalent in every aspect of our daily life.

Safety

Safety is the primary human need and a top priority for business and government leaders.

Subscription-Economy

More and more companies are turning to subscriptions to monetize their services.

Water

Water is the only true life-sustaining resource.

Wellness

Individuals are increasingly prioritizing health and wellness in their consumer choices.

Reasons to consider

Thematics Asset Management focuses on the major themes shaping our world. Instead of looking at short-term trends, they exploit secular opportunities in a bid to uncover new growth drivers cutting across sectors, countries, and geographical boundaries. Whether it’s the rise of AI, resource scarcity or new consumer patterns, Thematics AM is deeply aware of the changes that will upend investing.

Their pure play approach focuses on maximising the ability to generate excess returns through different market cycles. This includes thematic alpha, by identifying the best long-term themes and investment universes, as well as generating value through diligent stock picking and analysis. In order to maximise long-term performance, their strategies aren’t limited to certain benchmarks, regions, countries, or company sizes.

The Meta strategy is one of the most diversified thematic portfolios, combining all the companies of the individual themes managed by the franchise: AI & Robotics, Safety, Subscription Economy, Water and Wellness. An unconstrained portfolio of over 200 companies, it has a high active share relative to any major global equity index. It also spans various styles (growth, value, defensive and cyclical).

Thematics AM believes being active is key to long-term success. Even if a theme is viable, investors need to identify the winners while avoiding the losers, something passive products can’t do. Being active is also key to delivering repeatable performance. At the core of their approach, Thematics AM remains laser-focused on fundamental analysis, valuation discipline and stock selection.

At Thematics Asset Management, we use a thematic lens to look at the world in our quest to generate sustainable excess returns over the long-term."

– Karen Kharmandarian, CIO, Thematics Asset Management

The analyses and opinions referenced herein represent the subjective views of the author(s) as referenced, are as of the date shown and are subject to change without prior notice.

Risks to consider

All investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided. There could be other differences across similar products in the same strategy. Investors should fully understand the risks and other relevant details associated with any investment prior to investing.

Arnaud Bisschop

Senior Portfolio Manager

Thematic Asset Management

Full bio

Karen Kharmandarian

Chief Investment Officer

Thematics Asset Management

Full bio

The firm

Thematics Asset Management is an expert equity investor in innovative thematic strategies. True thematic experts, they look to exploit long-terms secular opportunities for investors, with the search for new growth drivers cutting across sectors, countries, and geographical boundaries. Eschewing short-termism and fads, they are deeply aware of the changes that promise to upend our lives – from the rise of AI and automation, digital and real-world security, resource scarcity, changing demographics, or even new consumer patterns. Blending a top-down approach (thematic alpha) with rigorous bottom-up due diligence (stock selection), the experienced team offer a range of different funds and strategies for forward-looking investors looking to capitalise on disruption.

Paris