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.