Rising food demand, changing consumer preferences and increasing digitalization are transforming the food value chain. Innovation and disruption in the food value chain are only the beginning. New technologies create efficiency gains and consumption shifts new growth markets.
The RobecoSAM Sustainable Food Equities Strategy invests in the transformation of the food sector with a particular focus on food security, food quality, consumption shifts, as well as science and technology-driven productivity gains.
The RobecoSAM Sustainable Agribusiness Equities Fund has been renamed the RobecoSAM Sustainable Food Equities Fund. The name change of the Luxembourg-domiciled fund was granted approval by the Commission de Surveillance du Secteur Financier (CSSF) on 27 April 2018. The name change is currently pending approval by the Swiss Financial Market Supervisory Authority FINMA.
The Strategy invests in forward-looking companies that provide sustainable solutions in food quality and security, resource utilization, waste, and consumer demand shifts within the following investment clusters:
Food security: Companies that provide solutions and products to improve global food security via helping to close the yield gap and more efficient use of farm inputs.
Production & logistics: Companies engaged in production and logistic services for crops, livestock, fish and forestry products.
Sustainable processing: Companies that process and enhance raw materials and food products, as well as providers of automation and analytic solutions.
Food consumption: Companies engaged in the production, distribution and preparation of finished food and beverage products.
Holger Frey, CAIA
Dieter Küffer, CFA
Mathias Büeler, CFA
Moritz Dullinger,CFA, CAIA
Materials, Construction, Machinery & Transportation
|Thomas Guennegues, CFA
Utilities, Renewable Energies, Electrical Equipment
Junwei Hafner-Cai, CIIA
|Matthias Müller, CFA
Information Technology & Telecommunication
Aaron Re'em, CFA
Sustainability Investing (SI) Analysts
|Jacob Messina, CFA|
Head of SI Research
Daniel Bernalte Hindersin
Elina Kaarina Hokkanen
Roland Hengerer, PhD
Michael van der Meer, CFA
Research Talent Pool
9 Team Members
5 Team Members
|Governance and Active Ownership (Robeco)|
11 Team Members
|Client Portfolio Management|
2 Team Members