Investing in pure-play growth themes
Our Thematic Equity strategies: Security and Safety, Robotics and Automation, Digital Health, Edutainment and Education Technology, Environmental Impact, and Infrastructure, are built around the belief that long-term structural forces of change are creating the potential for returns that other investment approaches might overlook. These strategies focus on the large universe of exciting pure-play small- and mid-cap companies offering products and services that are disrupting markets and challenging legacy incumbents.
We seek to capitalize on their innovative solutions while reducing beta by creating a single fund that makes direct investments in stocks from across our all our Thematic Equity strategies.
The Credit Suisse (Lux) Thematic Opportunities Equity Fund is a broad-based and diverse solution with significant growth potential. It satisfies the ESG1 criteria set out under the Credit Suisse Sustainable Investing Framework. Active and disciplined portfolio management chart a course through a dynamically changing investment world evolving under the influence of factors like digitalization, globalization, and demographic shifts. The fund’s “big picture” approach seeks to generate distinguishing risk-adjusted returns by investing in companies poised to excel in this transforming landscape.
Fund newsletters provide regular updates from fund managers and interesting insights into asset classes and themes.
Contact us for information about investment opportunities and to find out how we can help you achieve your investment goals.