- When: 16h25 – 16h55
- Register here
Engagement, divestment and transition
A conviction-driven concentrated global equities strategy now optimized for a DRD advantage
Our strategy invests in high quality companies at reasonable valuations. Most of our alpha is explained by the fact that the selected companies are growing faster than those in the benchmark. We pay close attention when companies organize investor days during which they outline their mid-term growth outlook.
The strategy invests in about 50 high-quality businesses with strong ESG credentials. These businesses stand to benefit from a variety of long-term growth trends. These include personalized and affordable health care, digital transformation, energy efficiency, electrical vehicles, responsible consumption, the rising middle class and financial inclusion.
As of this year this strategy is now also available with a DRD solution. To optimize the good revenues some adaptations are made to the original strategy.
Speakers FIF 2021
Dries Dury; Fund Manager
Tim Vercammen; Institutional Sales