Investing in the equity of a company consists of taking a view on its future and in assigning it a value. The same applies more broadly to assessing global stock markets when aiming build durable and diversified portfolios. At Thematics Asset Management, we are convinced that incorporating sustainable investment criteria and applying a thematic lens to equity investing helps differentiate our products and improve our investment performance.
When the wind of change blows, some people build walls, others build windmills. (Chinese proverb)
Thematic investing is intended to achieve a targeted and precise exposure to the entire value chain of an enduring theme with growth prospects. Investing today in tomorrow’s winners cannot be done without opting for an active rather than passive approach to investing.
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