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Our approach to Thematic Investing

We believe that taking a thematic approach to investing is the most sustainable way to ensure our clients’ portfolios are optimised for growth over the long term.

While trends come and go, and rapidly growing companies may look like attractive investments, experience has taught us that a short-term approach to choosing where to invest rarely pays off.

Instead, we employ a combination of top-down thinking and bottom-up analysis, in identifying stocks that we believe will benefit from long-term secular growth. This includes consideration of which sectors and companies might benefit from these themes, before carrying out extensive bottom-up research on these businesses including assessments of their financial strength, their competitive position, the quality of their management and the valuation of the shares.

To learn more about our approach to Thematic Investing, watch the video below.

Enquire today

Talk to an Adviser:

+44 (0) 20 7337 0777

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Capital at Risk

Please do remember that as with all investments, your capital is at risk.  Past Performance is not an indication of future performance. 

Unlock the Power of Thematic Investing

Request our new Thematic Investing guide to tap into the trends, industries and companies shaping the future.

Find out why Technological Advancement is one of our megatrends and learn which companies we are investing in that align with this trend.

Request a complementary copy

Enquire today

Talk to an Adviser:

+44 (0) 20 7337 0777

Capital at Risk

Please do remember that as with all investments, your capital is at risk.  Past Performance is not an indication of future performance. 

Unlock the Power of Thematic Investing

Request our new Thematic Investing guide to tap into the trends, industries and companies shaping the future.

Find out why Technological Advancement is one of our megatrends and learn which companies we are investing in that align with this trend.

Request a complementary copy