Thematic investing has never been an investment proposal of Invest4Growth Asset Management, as we believe sector-specific investments limit investment opportunities considerably. We therefore favour a global approach to investment where all interesting themes are given credit without focusing on any specifically. This gives clients the opportunity to benefit from our management expertise through a bottom-up selection of international growth stocks with sound fundamentals. In our opinion, thematic investing tends to make managers less accountable to clients who are often ill-informed about the major themes that will shape tomorrow’s society.
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