The Future Through Thematic Investing: Forecasting Tomorrow's Forecast
The major long-term demographic, societal and technological developments around the world lead us to investments with higher conviction, which in our view is particularly important in volatile markets and the key to successful long term investing.
Our Philosophy & Process
The team believes that a multi-thematic approach enhances the visibility and predictability of underlying businesses, elevating the team’s conviction, which has proven invaluable, particularly in volatile equity markets. Therefore, the team begins by identifying multiple investment themes that are based on powerful, global, secular shifts, in turn leading to businesses with clear long term tailwinds. With themes as a guide, the team then researches targeted businesses by focusing on (i) the uniqueness of the businesses, (ii) the quality of their leadership team, and (iii) the strength of their financial profile and corresponding market valuation, to deliver investors a concentrated portfolio of 20 to 30 long term investments.
This structured and repeatable approach, together with well-defined portfolio guidelines that emphasizes adequate diversification, helps to mitigate investment risk and enhance conviction, which we view as the key to successful long term investing.
Introduction to Global Thematic Equity
In this video, Daniel Paduano and Sherrell Aston introduce the Paduano Group’s unique approach to global thematic equity investing and share three key elements that helps the team in their efforts to manage portfolio risk.
Highlights1
$1.3bn
Assets Under Management
4
Senior Investment Professionals
28+
Years Team Average Industry Experience
1 As of March 31, 2024
Additional Disclosures:
This material is intended as a broad overview of the portfolio managers' current style, philosophy and process. This material is presented solely for informational purposes and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Third-party economic or market estimates discussed herein may or may not be realized and no opinion or representation is being given regarding such estimates. Certain products and services may not be available in all jurisdictions or to all client types. Investing entails risks, including possible loss of principal.
Firm history includes the history of all firm subsidiaries, including predecessor entities. Investment professionals referenced include portfolio managers, research analysts/associates, traders, and product specialists and team dedicated economists/strategists.