Thematic Funds
Invest in structural trends reshaping economies and societies.
Invest in structural trends reshaping economies, societies, and markets over the coming decades.
Why this. Why now.
Built around three client profiles.
Investors with long-term thematic convictions
Satellite allocators seeking differentiated exposure
Clients interested in AI, climate, and digital infrastructure
What makes our approach different.
Evidence of adoption, policy support, and economic viability before investing.
Identify the companies best positioned to capture value within each theme.
Avoid hype cycles by requiring revenue visibility and reasonable valuations.
From mandate to monitoring.
Thesis
Identify durable secular trends with long-duration potential.
Mapping
Map the value chain and competitive landscape.
Selection
Select beneficiaries with strong fundamentals and attractive valuations.
Rebalancing
Trim winners and add to themes where fundamentals have caught up.
How capital is deployed.
Illustrative weights for a typical mandate. Actual allocations are tailored to each client's objectives and constraints.
Available mandates.
| Strategy | Risk Level | Target Return | Min. Investment | Liquidity |
|---|---|---|---|---|
| AI & Automation Fund | Moderate-High | 10-16% | €100,000 | Daily |
| Climate Transition Fund | Moderate | 8-12% | €100,000 | Daily |
| Digital Infrastructure Fund | Moderate | 7-11% | €100,000 | Daily |
What could go wrong.
Themes can become overhyped, leading to excessive valuations and sharp corrections.
Structural trends can take longer than expected to translate into earnings.
Thematic portfolios are often more concentrated than broad-market strategies.
Technological or competitive disruption can redirect value creation within a theme.
Common questions.
How do you select themes?+
We look for structural trends supported by demographic, technological, policy, or behavioral shifts with long-duration value-creation potential.
Are thematic funds core or satellite holdings?+
They are typically used as satellite allocations to express high-conviction views while maintaining a diversified core portfolio.
How do you avoid hype cycles?+
We require evidence of adoption, revenue visibility, and reasonable valuations. Narrative alone is never sufficient for investment.
Can themes overlap with other strategies?+
Yes. A company in our AI theme might also appear in our public equities or venture portfolios. We manage aggregate exposure at the portfolio level.
Continue exploring Public Markets.
Discuss a thematic mandate with our team.
A short conversation is the fastest way to see how this strategy would fit your objectives and risk budget.