Pictet thematic equities team
Located in Geneva, Switzerland, the Pictet thematic equities team is a pioneer in thematic equities. Having started over 20 years ago, they’re now responsible for over CAD$70 billion in assets under management,* with a team of over 35 investment professionals.
The thematic equities difference
- Megatrends—Large, social, economic, political, environmental, or technological changes representing seismic shifts are targeted for their long-term investment opportunities.
- Pioneers in thematic investing—For over 20 years, Pictet Asset Management has been researching, developing, and investing in global thematic opportunities.
- A high-conviction fund that doesn’t look like the benchmark—An unconstrained, actively managed, and focused approach adds diversification within a global equity allocation through a universe beyond standard global indexes.
Get to know the Pictet thematic equities team
The thematic philosophy and process they developed open up a different, broader investment universe that lends itself exceptionally well to active management and helps avoid many of the pitfalls of the traditional regional/sector-based approach to investing in global equities.
The team’s strategies aim to identify the companies that will succeed in the future by focusing on the structural forces shaping our world: megatrends. When these megatrends intersect, powerful investment strategies can be developed.
The fund managers follow a rigorous bottom-up approach to identify the very best thematic stocks from across Pictet’s single theme teams, including: security, nutrition, water, robotics, clean energy, digital, biotech, environmental, health, premium brands, timber, and SmartCity.
Megatrends are long-term forces that will have a large impact on the world we live in.
For illustration purposes only.
Meet the managers behind the fund
Hans Peter Portner
Head, Senior Investment Manager
Thematic Equities Team
Joined Pictet in 1997
Gertjan Van Der Geer
Senior Investment Manager
Thematic Equities Team
Joined Pictet in 2008
Investing in global equities using a thematic approach is very different from traditional investment styles. Pictet’s thematic equities team identifies themes underpinned by secular trends set to structurally change the way we live, society operates, or how business is done. They devise focused thematic strategies and create investment universes they believe have the potential to outperform global equity indexes because of their potential to offer long-term sustainable investment returns based on predictable value drivers.
Constructing a focused thematic strategy at the intersection of a number of megatrends, as the examples show, allows Pictet’s actively managed thematic strategies to seek a compelling risk-adjusted return over the long run. The more megatrends at play in any area, the more compelling the investment theme becomes.
What’s more, their strategies typically focus on companies providing solutions to global challenges and aim to deliver better outcomes not just for investors, but for everyone globally.
Portfolio managers may use some or all of the techniques described. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Characteristics, guidelines, and constraints are for illustrative purposes only. They may change at any time and may differ for a specific account.
We identify themes that are underpinned by multiple megatrends – confident that in these themes we can find long-term future winners in the global stock market.
* As of September 30, 2020 CAD.
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