Constructing research driven and future focused portfolios

Thematica construct research-driven and future-focused portfolios for a select group of clients. We are building portfolios centered around megatrends instead of traditional asset allocation focused on countries and sectors and value versus growth. We are using a combination of asset classes including equity, fixed Income, commodities, hedge funds and other alternative Investments.

We want to redefine traditional asset allocation based on sectors, regions and value vs growth and instead create future-focused and research-driven portfolios based on innovation and disruptive megatrends

  • Equity
    We have a thematic equity approach where our aim is to identify powerful and transformative shifts in the global economy. We use a combination of our own investment funds and investment solutions from external providers to capture these shifts. Exchange Traded Funds “ETFs” are used for tactical allocation and to seize short-term opportunities.
  • Fixed Income
    We utilize a range of instruments for our fixed income exposure, from single line investments to funds. When seeking exposure to high-yield bonds, we prefer to use funds as they help to mitigate issuer risk and protect capital while providing access to attractive yields.
  • Commodities
    We use physical commodities for diversification and portfolio optimization. Commodities are also an ultimate tool to hedge against inflation. Including commodities in an investment portfolio can improve the overall risk-reward profile, as they tend to have a low correlation with traditional investments. This means that commodities can provide diversification benefits and potentially reduce overall portfolio risk while increasing returns over the long-term.
  • Alternatives
    We utilize highly-rated hedge funds and other alternative investments with various investment strategies depending on the market cycle. By using hedge funds and alternative investments, we can either hedge overall portfolio risk or gain exposure to specific industries or sectors. This helps us to build more resilient and uncorrelated portfolios that are designed to navigate volatile markets and potentially generate higher returns.

Megatrends are strong, powerful and transformative forces that have changed our economies, societies and how we have lived our lives for centuries. They are reshaping our world and they are key to economic growth. Our aim is to capture megatrends by identifying the potential for change. When we understand where the world is heading, we can construct well defined portfolios centered around themes with unprecedented opportunities for growth and impact

Research

Research plays a fundamental role in our investment and portfolio construction process. In addition to conducting thorough internal research, we actively collaborate with renowned research houses and investment banks that have demonstrated exceptional expertise in their respective local markets and thematic areas. These partnerships provide us with invaluable support, offering insights and analysis that enrich our decision-making.

By working closely with leading investment banks, brokers, and other external research providers, we gain access to a wealth of information and perspectives. This enables us to stay well-informed about market trends, emerging opportunities, and potential risks. Their expertise enhances our ability to make informed investment decisions that align with our clients' goals.

In addition, we actively engage in roadshows to identify and seize new investment opportunities. By directly engaging with company management, we gain valuable insights into their vision and strategies, ensuring we are uncovering the best investment opportunities for our portfolios.

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