Robeco Next Digital Billion will pursue a high-conviction, benchmark-agnostic strategy with a portfolio of between 30 and 50 companies, diversifying within selected stocks across various sectors and geographies.
It is a fund of funds that includes investments in technology companies in different states of maturity (venture capital, growth, leveraged buyouts).
Managed by Jupiter’s Sustainable Investing team, led by Head of Sustainable Investing Abbie Llewellyn-Waters, the strategy looks to identify high quality global companies that are leading the transition to a more sustainable world.
We have asked portfolio managers from Bellevue, AllianceBernstein, Janus Henderson, and Polar Capital to take us through their strategies and to give us some insights from the sector, so we can understand if it is, indeed, a good moment to invest in healthcare.
The Group has also sought to align the structure of ERES with that of the other strategies of the Edmond de Rothschild Private Equity platform.