Brian Newman, managing director and business leader for the Artisan Partners Thematic team, outlined the firm's investment approach to thematic idea generation.
He also introduced the Artisan Thematic Fund. Theteam's investment approach is based on thematic idea generation, a systematic framework for analysing companies and proactive risk management. Utilising this approach, the team seeks to construct a focused portfolio designed to maximize alpha while limiting downside risk over the long term.
Artisan Partners' thematic team investment approach is designed to identify inflections in multi-year trends where the team has differentiated views on industry fundamentals.
Risk management is woven throughout the process, from deep, bottom-up analysis to portfolio construction in an effort to provide attractive risk-adjusted returns, according to the investment firm.
Mirabaud Asset Management's head of global equities Anu Narula explained his team's multi-thematic approach to global equities.
This approach, applied across all industry sectors, identifies companies that are positioned, or are positioning themselves to capitalise on transformative forces, such as technology, or the millennial consumer, with the aim to create strong demand and deliver revenue that is growing faster than GDP, explained Narula.
The fund manager also talked about his team's approach to ESG, which is directly embedded within the investment process of the Equities Global Focus fund (managed by him) and enacted through both exclusion filtering and positive screening. According to Narula, this ESG approach can and will contribute to alpha creation.
Narula is the lead portfolio manager of both the Global Equity High Income and the Equities Global Focus strategies at Mirabaud. The two funds aim at answering the market's appetite for conviction based global equity thematic ESG investment solutions.
Corrado Gaudenzi and Mariolina Esposito, head of long-term sustainable strategies and equity senior portfolio manager respectively at Eurizon, addressed thematic investments with ESG integration at the event.
Eurizon has three thematic portfolio solutions named Planet, Innovation, and People, whose investment approach combines the identification of securities with significant exposure to themes with a fundamental bottom-up analysis as well as sustainability and ESG integration.
According to the Italian asset manager, future is going to be drastically different from the past and future winners will be the ones capable of anticipating to those changes while understanding them. The main changes will be related to climate change, technological breakthroughs, demographics and social dynamic trends, the manager says.