Capitalizing on a Healthier Lifestyle

Sustainable Healthy Living

Healthy Living: Active lifestyle, active portfolio

Faced with aging populations and a sharp increase in chronic diseases such as obesity, global healthcare systems are coming under intense pressure. Preventive healthcare, early diagnosis and targeted treatments offer sustainable solutions to this challenge by helping to stem healthcare costs.
 
At the same time, individuals’ growing awareness of the benefits of a healthy lifestyle is creating new markets, opening up fresh investment opportunities for nutrition, physical fitness, hygiene and personal care products.

RobecoSAM’s Healthy Living Strategy focuses on innovative companies offering competitive solutions that will profit from trends across four key areas: Nutrition, Activity, Lifestyle Diseases, and Personal Care.

healthy-1

Healthy Nutrition: The increasing abundance of information demonstrating a clear link between diet and health is increasingly influencing consumer attitudes, dietary habits, and spending patterns. Opportunities abound for companies producing products that focus on optimizing health through natural and healthier food alternatives as well as for companies that ensure food quality and safety.

healthy-2

Activity: Consumers are better informed than ever and understand that exercise and physical activity are essential ingredients to improved health and well-being. Providers of products like athletic footwear, apparel, wearables devices, and sporting equipment as well as fitness center operators that promote active lifestyles are poised to profit from this positive healthcare trend.

healthy-3

Lifestyle Diseases: Chronic diseases are the single largest contributor to exploding healthcare costs in the developed world. The prevalence of “diabesity”—chronic illness like high blood pressure, heart disease and diabetes accompany obesity— is growing at an alarming rate worldwide. Companies that provide cost-effective solutions to diagnosis, treat, and prevent chronic disease will profit in this massive and growing market.

healthy-4

Hygiene & Personal Care: Healthy living also means maintaining good external hygiene. Simple individual measures like hand-washing, bathing, brushing teeth and cleaning of household surfaces helps keep harmful germs and sickness at bay. Other simple measures to prevent and maintain good health include the use of vitamins and nutritional supplements. Companies furnishing these  products are poised for steady growth as the emphasis on individual responsibility and prevention measures in healthcare increases.

Team

 Portfolio Managers

  
   

moritz-dullinger.jpg

Moritz Dullinger  
Portfolio Manager

dieter-kueffer

Dieter Küffer, CFA 
Senior Portfolio Manager (deputy)

 


 

Equity Analysts

 

Mathias Büeler, CFA
Senior Analyst
Financials, Media

Moritz Dullinger
Analyst
Healthcare

Oliver Girakhou
Senior Analyst
Materials, Construction, Machinery & Transportation
 
Thomas Guennegues, CFA
Senior Analyst
Utilities, Renewable Energies, Electrical Equipment

Junwei Hafner-Cai, CIIA
Senior Analyst
Industrials

Matthias Müller, CFA
Senior Analyst
Information Technology & Telecommunication
 

Aaron Re'em, CFA
Analyst
Consumer Staples & Retailing

 

Sustainability Investing (SI) Analysts

 
Jacob Messina, CFA
Head of SI Research
Healthcare, Consumer Products & Services
Francis Condon
Senior SI Analyst
Financials, Energy & Mining
Roland Hengerer, PhD
Senior SI Analyst
Utilities, Renewable Energies & Electrical Equipment
 
Rashila Kerai
Senior SI Analyst
Materials & Transportation, Impact Investing

Melissa Castillo Spinoso
SI Analyst
Industrials, Telecommunication, IT Software & Services

Michael van der Meer, CFA
Senior SI Analyst
Emerging Markets

 

Associate

 

Additional resources

 
Sustainability Applications and Operations
4 Team Members, 4 Interns
Quantitative Research
2 Team Members
Governance and Active Ownership (Robeco)
11 Team Members
 
Client Portfolio Management
2 Team Members