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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).

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).

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