JSS Sustainable Equity – Global Thematic Investor Updates

05. Oktober 2023 | 10:15 Uhr
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During the Webex event Nevena Schaller (Investment Specialist, German event) will give an update on recent performance and their outlook for the asset class.


Strategy highlights:


·        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.