R-co Thematic Blockchain Global Equity is a global equity fund invested in companies for which blockchain technology is a driver for innovation and growth.
Sometimes compared to the emergence of Internet, the roll-out of blockchain technology could revolutionise data-storage and information-transfer systems. Secured, transparent and immutable, it has already found real-world applications in many sectors, including insurance, logistics chains, and finance. It is also promoting the emergence of a new generation of companies that are throwing aside existing value-creation models. Blockchain applications have matured to a point that they are now offering access to a vast and liquid universe of investment, as well as to a plethora of themes and sectors.
R-co Thematic Blockchain Global Equity is exploiting this trend through a management strategy split into five main investment themes: blockchain infrastructures; transport and logistics; digital assets and fintechs; audit trails and supply chains; and Web 3.0 and the metaverse. Its management process is based on an assessment of blockchain-development companies, as well as industries in which blockchain is optimising processes or addressing specific issues, consumer or third-party demands, or regulatory standards.
In line with the expertise of Rothschild & Co Asset Management Europe, R-co Thematic Blockchain Global Equity is based on an active and conviction-based management process. Its stock picking is based on an in-depth fundamental analysis to assess companies’ growth potential and how technologically exposed they are. This results in international and multi-sector exposure, to both cyclical and growth stocks, through pure players or “traditional” ones that have developed real-world blockchain applications.
Half of the portfolio’s investments may therefore be invested in small & midcaps, along with a private equity allocation and a special focus on planned IPOs. Such stocks are a source of diversification and some of them may be in the next generation of sector leaders. Fund managers intend to get into these opportunities as early as possible.
“With its expertise focused on innovation, R-co Thematic Blockchain Global Equity is expanding our fund range that is exposed to long-term investment themes”, said Pierre Baudard, Managing Partner & Chief Executive Officer of Rothschild & Co Asset Management Europe. “As a technological backbone, blockchain will ultimately disrupt many different sectors. By developing a dedicated strategy, we are identifying those players that are most likely to benefit from this underlying trend”, said Charles-Edouard Bilbault, Fund Manager at Rothschild & Co Asset Management Europe.
Pour plus d'informations :
Rothschild & Co Asset Management Europe
Muriel Helvadjian
Tel: +33 1 40 74 49 24
[email protected]
