JSS Sustainable Equity - Global Thematic Investor Update (German)
25. Mai 2022 | 10:15 Uhr
During the Webex events, Giles Money (Portfolio Manager, English event) and Nevena Schaller (Investment Specialist, German event) will give an update on recent performance and their outlook for the asset class.
- Distinct combination of thematic, fundamental, and sustainable approaches capable of recognizing major themes that are reshaping the investment landscape - Digitalisation, Automation, Evolving Consumption, Ageing, and Climate Change.
- The stock picking philosophy combines Quality Growth stocks (50-100%) with Contrarian (0-25%) and Special Situations (0-25%).
- Concentrated portfolio (40-60 stocks).
- Sustainability is integrated into each step of the investment process, from universe definition to active ownership and the fund is classified SFDR Art. 8.
- Award-winning, top quartile strategy.