Investment Themes
Our strategy

Companies that are solving some of our global challenges represent antifragility. They do well when markets are stable, but they will also often see increased demand for their services in times of crisis. We therefore focus on companies in industries supported by megatrends within four specific themes.
Investment themes
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Circularity
Companies that adopt circular economy principles can thrive by rethinking product design, recycling materials, and minimizing waste. This approach creates sustainable value and reduces environmental impact.
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Sustainable Food
The demand for sustainable food solutions is rising. Companies focusing on innovative farming, plant-based alternatives, and reducing food waste can meet this need and contribute to a healthier planet.
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Energy Transition
The shift towards renewable energy sources is crucial to combat climate change. Businesses investing in clean energy technologies can reduce carbon emissions and tap into a growing market.
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Tech-Enabled Resilience
Technology is essential to tackle global cyber security and data privacy concerns. The right tech ensures regulatory compliance and prevents cybercrime, fraudulent transactions, and money laundering.
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Does your company solve global challenges?
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