robecosamen
Impact equities

Global Small Cap Equities

Sustainable quality & small cap premium

Key Points

  • Access to compelling asset class — Offers more alpha-generating investment opportunities with small-cap companies that are under-researched and have the potential to deliver higher risk-adjusted returns.
  • Reduced footprint — Generates a positive impact across GHG emissions, energy usage, water consumption and waste generation.
  • Structured approach to sustainability — Invests in companies that anticipate and manage current & future opportunities as sustainability leaders and providers of products and services that tend to benefit from resource efficiency megatrends.
  • A reliable partner — As the pioneer of Sustainability Investing, RobecoSAM benefits from unique, long-term experience in this field

Philosophy

Our investment philosophy is grounded in the core belief that the integration of ESG factors into a disciplined, research-driven investment process leads to better-informed investment decisions and better risk-adjusted returns through an economic cycle.

Building on our proprietary data and research, we identify companies that generate a competitive advantage through sound business practices, efficiency improvements, and the creation of new solutions for the myriad challenges facing society over the coming decades.

Taking a long-term investment perspective, we analyze companies’ business models, market positioning and growth potential, and evaluate their financial performance and valuation. Based on this fundamental assessment, we seek to uncover attractive investment opportunities and implement them in concentrated, conviction-based equity portfolios.

Process

The strategy applies a systematic, bottom-up stock selection process that combines extensive proprietary ESG research with rigorous fundamental analysis. The result is a concentrated portfolio of attractively valued, sustain-able companies, diversified across sectors.

Sustainable universe — The starting universe excludes companies with a low sustainability profile and/or a negative environmental impact.

Idea generation & investment recommendation — Structured bottom-up, fundamental due diligence and full integration between equity and sustainability analysts, with a focus on the most material sustainability factors to determine which stocks will be included in the portfolio.

Portfolio construction — The Portfolio Manager's decisions create a high-conviction portfolio of companies with attractive valuations, sound economic fundamentals and strong sustainability performance, thereby optimizing the risk/return profile.

Team

The Global Small Cap Equities strategy is managed by two seasoned portfolio managers who form part of the Global Small Cap Equities team based in Zurich. The portfolio managers are supported by dedicated equity analysts and further sustainability analysts from the Sustainability Investing research team. The portfolio managers also have access to Robeco’s and RobecoSAM’s investment teams.

Disclaimer RobecoSAM

The information contained on these pages is solely intended for Qualified Investors in accordance with the Swiss Collective Investment Schemes Act of 23 June 2006 (“CISA”) domiciled in Switzerland, Professional Clients in accordance with Annex II of the Markets in Financial Instruments Directive II (“MiFID II”) domiciled in Liechtenstein, Austria, Germany, Sweden, UK, France, Netherlands or Italy holding a distributor license or herewith requesting respective information on products and services in their capacity as Professional Clients.
Some funds about which information is shown on these pages fall outside the scope of the Swiss Collective Investment Schemes Act of 26 June 2006 (“CISA”) and therefore do not (need to) have a license from or registration with the Swiss Financial Market Supervisory Authority (FINMA). Some funds about which information is shown on this website may not be available in your domicile country.
To view the Robeco/RobecoSAM products that are registered/available in your country, please go to the respective Fund Selector and select your country of domicile. Neither information nor any opinion expressed on this website constitutes a solicitation, an offer or a recommendation to buy, sell or dispose of any investment, to engage in any other transaction or to provide any investment advice or service. An investment in a Robeco or RobecoSAM product should only be made after reading the related legal documents such as management regulations, prospectuses, annual and semi-annual reports, which can all be obtained free of charge at the Robeco offices in each country where Robeco has a presence.

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