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December 6, 2021

Stonehage Fleming launches global thematic investor portfolio

By Patrick Brusnahan

Stonehage Fleming Investment Management has launched its global thematic investor portfolio (GTIP).

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How attractive are current investment opportunities in Europe?

Europe has been identified as one of the most favorable regions for investors, seeing high investment activity in the past year. Most of these investments have been through Debt Offering, valued at close to $700 billion. The region has provided attractive investments in a diverse set of companies. Companies who tend to major themes such Digital Media, Cloud, Artificial Intelligence, E-commerce, and Big Data are recording the highest number of deals, with Digital Media recording close to 2,000 deals. However, GlobalData’s whitepaper offers a full view of the market, analyzing less successful or attractive points of investment as well, examining statistics on Equity Offering investments and PE/VC deals. Understand how government agencies for economies around the world use GlobalData Explorer to:  
  • Track the M&A and Capital Raising volumes into their target market
  • Identify the top sectors in the target market attracting the investments
  • For any investment segment, identify the top Investors inside and outside the target economy that are already investing in the Segment
  • Assess and showcase the growth potential for various Industries in the target economy
Don’t miss out on key market insights that can help optimize your next investment – read the report now.
by GlobalData
Enter your details here to receive your free Report.

GTIP is a multi-asset portfolio which deploys capital thematically into evolving secular trends. It also aims to exploit six long-term megatrends. These are:

  • Societal advancement;
  • Automation;
  • Digital age;
  • Evolving consumer;
  • Healthcare innovation, and
  • Green economy.

In addition, GTIP’s investment themes are identified by using a methodology which serves to objectively rank themes and assess ongoing attraction. The portfolio is concentrated and aimed at investors looking for longer term, total return frameworks that are unconstrained by traditional regional and sectoral boundaries.

Nicholas Mandrinos, partner at Stonehage Fleming Investment Management, said: “Clients are increasingly seeking to align investments with longer term megatrends, powerful forces of change felt across societies, economies and markets. It is these megatrends that give rise to the more granular investment themes that we are investing in as part of the GTIP. By launching GTIP we seek to capture structural growth opportunities and provide an avenue for clients to allocate capital to investment themes with strong secular tailwinds and potential for sustained above average revenue and earnings growth.”

Graham Wainer, chief executive officer and head of investments at Stonehage Fleming Investment Management, added: “Accelerating and persistent structural changes requires a manner of investing that is agnostic to traditional market-cap based asset allocation, that can overexpose investors to yesterday’s winners. In response, we have created GTIP to take advantage of these structural growth themes, providing a differentiated portfolio and forward-looking approach to investing money.”

Stonehage Fleming recently has boosted its North American presence by hiring Johan van Niekerk as head of family office (US).

van Niekerk joined the firm in 2007 and served as partner and head of family office (Neuchatel, Switzerland).

Free Report
img

How attractive are current investment opportunities in Europe?

Europe has been identified as one of the most favorable regions for investors, seeing high investment activity in the past year. Most of these investments have been through Debt Offering, valued at close to $700 billion. The region has provided attractive investments in a diverse set of companies. Companies who tend to major themes such Digital Media, Cloud, Artificial Intelligence, E-commerce, and Big Data are recording the highest number of deals, with Digital Media recording close to 2,000 deals. However, GlobalData’s whitepaper offers a full view of the market, analyzing less successful or attractive points of investment as well, examining statistics on Equity Offering investments and PE/VC deals. Understand how government agencies for economies around the world use GlobalData Explorer to:  
  • Track the M&A and Capital Raising volumes into their target market
  • Identify the top sectors in the target market attracting the investments
  • For any investment segment, identify the top Investors inside and outside the target economy that are already investing in the Segment
  • Assess and showcase the growth potential for various Industries in the target economy
Don’t miss out on key market insights that can help optimize your next investment – read the report now.
by GlobalData
Enter your details here to receive your free Report.

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