The fund was launched on 8 October 2018, and has now reached its three-year anniversary. For this reason, the team are promoting the strategy. The team are behind the successful large cap strategy, and this was established to invest in stocks which they couldn’t necessarily hold in the large cap fund. There is currently an overlap of around 35%, but they expect this to come down overtime.
In terms of style, this follows the main strategy with a focus on quality, and long-term investment timeframe. They believe that small and mid-cap companies are at the forefront of change in emerging markets. Some of the themes that the strategy taps into include 5G, cloud, banking for all and premiumisation.
This has expanded to include electrification (advancement of the smart grid with multi stakeholder interactions), hydrogen (expanding usage to include for example, fuel for transport and power, heat for industry and buildings and feedstock for chemicals and products), cybersecurity (as we move to a more digital world, the threat is greater, and niche technologies in this area), e-commerce (ex-China) (long runway for growth in e-commerce across emerging markets), and biotechnology….read more