JSS Sustainable Equity - Global Thematic with Nevena Schaller (DE)

Strategy highlights:

• Capitalises on structural growth opportunities by investing in five key megatrends: ageing, evolving consumption, digitalization, automation and climate change.
• Focuses on quality companies with high thematic growth potential, selected on the basis of in-depth fundamental analysis. These companies typically exhibit high profitability and strong pricing power due to their favorable position in the value chain.
• Concentrated portfolio of 30 to 50 stocks, ensuring thematic diversification and balanced allocation which allow for performance through different market cycles.
• Sustainability is integrated into each step of the investment process from universe definition to stewardship and the fund is classified as SFDR Art. 8.

Event Details - German