JSS Sustainable Equity – Global Thematic Investor Updates
During the Webex event 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.