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Sustainable thematic equities

Smart Materials

Scarce resources, abundant investment opportunities

Key Points

  • Forward-looking concept — Focus on companies that benefit from structural changes resulting from resource scarcity. The fund invests in companies offering products and services that substitute existing materials and processes
  • Focus areas — Invests in structural winners along the materials value chain. The most interesting and fastest-growing focus areas are electric mobility, robotics and lightweight materials.
  • 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.

Interesting documents
Electric Vehicles Charge Ahead

Process

Our robust and disciplined process allows for consistency in the stock selection approach whilst maintaining a strong focus on fundamental analysis to build a portfolio of high conviction stocks.

Our sustainability and thematic expertise is integrated at different stages of the investment process. The construction of the thematic universe is based on the long-term sustainability challenge that is addressed by the theme. In addition, the sustainability profile  of an analyzed company influences its attractiveness in the fundamental valuation. We integrate the company's sustainability performance in our financial analysis to estimate the stock's fair value.

Team

The Smart Materials strategy is managed by two seasoned portfolio managers who form part of the Thematic Investing team based in Zurich. The portfolio managers are supported by dedicated equity analysts and further thematic portfolio managers from the Thematic Investing team. The portfolio managers also have access to RobecoSAM’s sector, emerging markets and sustainability analysts.

Disclaimer RobecoSAM

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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.
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