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Opportunity: High-conviction equities
High-conviction equities for volatile times
In uncertain times, expertly managed concentrated portfolios with a high active share are preferable to the inertia of passive investment.
With an enviable investment heritage stretching back 96 years, Robeco’s fundamental equity strategies have always adapted to deliver returns even in the toughest investment times.
To optimize investment performance we take a data-driven approach to finding a select group of companies across sectors and geographies. Our high-conviction global equity and emerging markets strategies are managed by one of the most experienced teams in the industry and can enable you to achieve a truly global investment footprint.
The current trends demanding high-conviction
Uncertainty inevitably leads to market turbulence. Volatile markets can shake investor confidence, but your portfolio doesn’t have to suffer. This is where a concentrated investment approach that includes our highest conviction stocks becomes essential, with the objective of providing stability, reliability, and the potential for long-term growth. More than ever, knowing what you own is critical.
By investing in global equities, both in developed and emerging markets, you can gain exposure to economic growth, inflation protection, and geographic diversification, allowing you to benefit from, or mitigate, all these trends. In this new era of volatility and rapid change, active approaches that truly deviate from market indexes will make a signficant difference to your investment outcome.
Hauke Ris
Co-Head of Robeco’s Sustainable Global Equity team and head of the Fundamental Equity CPM team
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In uncertain times, high-conviction equity strategies have the agility to navigate market cycles effectively
How high-conviction targets alpha
Our high-conviction strategies aim to outperform its reference indexes over a three- to five-year investment horizon. This approach results in concentrated portfolios featuring a high active share and low turnover.
Only those stocks in which the investment team has the highest conviction enter the portfolio. The benchmark-agnostic and unconstrained character of our high-conviction strategies allows our portfolio managers to select stocks they consider to be attractive from a fundamental, valuation, and sustainability point of view.
As these portfolios are often contrarian and truly differ from market indices, it may take time for the investment case to develop. It’s important, therefore, not only to have a high active share portfolio but also a long investment horizon. As an additional benefit, this results in lower portfolio turnover and hence lower transaction costs.
Fundamental equity: time-tested, all-weather route to alpha
Equities in developed and emerging markets expose investors to the growth of the global economy and the accelerating productivity gains from new technologies across market cycles.
Why Robeco?
Sustainability expertise
Sustainability is integrated into stock selection with Robeco’s analysts using ESG factors to provide a more holistic understanding of a company’s risk profile. In emerging markets this is especially helpful to overcome low transparency, more limited governance standards, and, sometimes, lax product safety standards.
A strong and experienced global team
Robeco’s global fundamental equities team consist of more than 70 investment professionals. The team cooperates closely with our China and Asia-Pacific specialists based in Hong Kong and Shanghai as well as sustainable investment analysts in Singapore and the Netherlands.
Time-tested strategies
Global Stars Equities
Robeco recommends a core allocation to global equities as a key component of a resilient portfolio expressed through Robeco Global Stars Equities, our flagship high-conviction equity strategy. This provides essential exposure to the global economy’s main drivers through market cycles.
Emerging Stars Equities
Another high-conviction strategy to consider is Robeco Emerging Stars Equities, which offers exposure to favorable demographics and rising affluence in Asia, Latin America, the Middle East, Central Europe and Africa, giving you a stake in our collective global future.
