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Windmills

Power your portfolio with thematic megatrends

Funds focused on disruptive technologies
THEMATICA FUTURE MOBILITY
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Windmills
Financial Times

The long-term benefits of hydrogen are compelling and we see a lot of commercialisation of new products

Claes Orn, Chairman, Thematica
Disruptive Megatrends

Megatrends are strong, powerful and transformative forces that have changed our economies, societies and how we have lived our lives for centuries. They are reshaping our world and they are key to economic growth. Think about electricity, cars, telephones, internet, social media and now remote work. Our aim is to capture megatrends by identifying the potential for change. When we understand where the world is heading, we can construct well defined themes with unprecedented growth opportunities. 

Our funds offer

  • Exposure to breakthrough technologies with a focus on smaller innovative companies

  • Access to fast growing companies through a fund rather than individual stocks

  • Uncorrelated returns compared to traditional investment strategies

  • Pure-play stock selection to align the investment with the specific megatrend

  • Exposure to a sustainable future

Note: A thematic investment approach is not for all investors. Anybody with a short-term investment horizon should not consider our investment funds. Our investment strategies might substantially differ from standard benchmar​ks and can experience periods of high volatility. Longer-term investors could potentially benefit from the attractive growth prospects of the megatrend.

Disruption timeline
1860
Combustion Engine
1876
Telephone
1879
Light
Bulb
1886
Car
1903
Airplane
1973
Mobile
1927
Television
1990
Internet
Disruptions of tomorrow
Future Mobility
Windmills

Investment Process

TOP DOWN RESEARCH
Identify powerful and transformative structural shifts in the global economy and the driving forces behind. 
BOTTOM-UP RESEARCH
Fundamental and research driven stock selection with a focus on smaller innovative companies.

High-conviction stock selection with a focus on growth-oriented stocks and industry leaders. Evaluate various companies based on our defined key metrics. Portfolio companies should have strong management with an entrepreneurial approach. ~25-50 stocks. 

Identify powerful and transformative megatrends in the global economy and the driving forces behind. The megatrend should be narrow enough to be clearly defined yet wide enough to have an investable universe.

Funds

Our funds aim to capture megatrends through a well-defined group of stocks that together forms a theme. Common for each theme is focus on fast growing innovative companies with a competitive edge. Our objective is to deliver long-term financial returns to our investors while pivot the world in a sustainable direction. We want to redefine traditional asset allocation based on sectors, regions and market caps and instead focus on disruptive megatrends. We challenge investors to keep pace with a changing world.

Thematica

Future Mobility

Thematica

Future Mobility

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Exposure to pure play companies that are focused or will substantially benefit from the transition to clean and sustainable transportation and energy storage solutions

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Sustainability

At Thematica, sustainable investing is more than just ticking boxes in our investment process, it's in our DNA. Our investment strategies aim to make a meaningful impact and to accelerate the world's transition to a clean and sustainable future.

Ready to become an impact investor today?