Investing in pure-play growth themes
Our seven Thematic Equity strategies: security and safety, robotics and automation, innovative health care, educational technology, environmental technologies, infrastructure, and energy transition 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. In addition to norms, values, and controversy-based exclusions, ESG1-related insights are combined with traditional fundamental analysis in order to obtain a comprehensive picture of a company and implement better-informed investment decisions. Active and disciplined portfolio management chart a course through a dynamically changing investment world evolving under the influence of factors like digitalization, globalization, demographic shifts, millennial values, as well as the need to increase productivity and efficiency. The fund’s “big picture” approach seeks to generate distinguishing risk-adjusted returns by investing in companies poised to excel in this transforming landscape.
1 ESG stands for environmental (E), social (S), and governance (G). For further information about the ESG investment criteria and the sustainability-related aspects of the fund please consider the legal and regulatory documents of the fund (such as, e.g., the prospectus) and visit credit-suisse.com/esg. In addition to sustainability-related aspects, the decision to invest in the fund should take into account all objectives and characteristics of the fund as described in its prospectus, or the information which is to be disclosed to investors in accordance with applicable regulations.
Risks
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