Pure-play Thematic Equities

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.��
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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.

Pure-Play

Taking a pure-play approach to thematic investing

By using a pure-play focus to hone in on disruptors and innovators, we maximize exposure to powerful forces shaping the world.

Robotics

How to invest in innovation

Watch Angus Muirhead, Head of Thematic Equities, as he shares his insights on robotics.

Security

Fireside chat with Patrick Kolb, portfolio manager of the Security strategy

Patrick Kolb, portfolio manager of the Security strategy, explains what makes security and safety a compelling investment opportunity.

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.

Watch the replay

Security

Investments in pure-play companies operating within IT security, crime prevention, transportation security, health protection, and environmental security.

AI and robotics

Diversified exposure to companies providing automation solutions in areas such as discreet and process automation, semiconductor tools, design, engineering and IT automation software.

Digital health

Investments in pure-play companies that develop innovative technology applications that are capable of fundamentally changing the healthcare system.

Infrastructure

Investments are made along the value chain of the global infrastructure opportunity set found within the subthemes of climate change, mobility, and smart cities.

Thematic opportunities

The strategy offers diversified exposure to all our themes in a single investment vehicle by investing worldwide in companies offering disruptive products and services.

View our funds