Thematics AI & Robotics | Natixis Investment Managers

Theme overview

A high conviction, thematic strategy that looks beyond the headlines to find the companies it believes are most likely to benefit from the rapid advancements being made in the fields of artificial intelligence and robotics.

Artifical intelligence and robotics are rapidly becoming more prevalent in every aspect of our daily life

A massive and exponential wave of change is shifting the fundamental structure of every sector of the economy, altering the way we do business, the way we live and the way we interact

~US$900 bn market, growing at ~19% annually*

Source: Thematics AM. Growth based on 5 Years Compound Annual Growth Rate from YIDC Worldwide Semiannual

Artificial Intelligence Tracker, 2023

Reasons to consider

Thematics Asset Management focuses on the major themes shaping our world. Instead of looking at short-term trends, they exploit long-term secular opportunities, with the search for 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 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.

An unconstrained and concentrated portfolio, it has a high active share and focuses on small and mid-cap companies – which have longer potential growth runways. Unlike other portfolios, meanwhile, it only invests in companies offering products and services, rather than the adopters. This gives it a purer play on the theme of AI & Robotics.

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

The addressable market is expanding and this is fostering superior growth in terms of revenue generation and profitability."’

– Karen Kharmandarian, CIO and Portfolio Manager, 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. Reference to specific securities, sectors, or markets within this communication does not constitute investment advice, or a recommendation or an offer to buy or to sell any security, or an offer of any regulated financial activity. Investors should consider the investment objectives, risks and expenses of any investment carefully before investing.

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.

Alexandre Zilliox

Portfolio Manager

Thematics 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