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stonehage fleming investment management - Thematic

Thematic

A forward-thinking strategy looking to invest in tomorrow's winners and with longer-term megatrends, it breaks free from the narrow constraints of sectors and geographies. This results in a differentiated portfolio, which requires a long-term time horizon.

The goal is to construct a differentiated portfolio using proven expertise of collaborating with those fund managers and investors with a deep abiding understanding of these trends. Capital is also allocated to targeted investment themes through Exchange-Traded Funds.

This strategy builds off our existing process and expertise in identifying talented fund managers and is tilted more towards specialists rather than generalists. It is particularly suited to clients who are considering investing in a thematic manner, clients who are uninspired by traditional asset allocation and those with a higher risk tolerance.


Relevant Insights

Thematic Offering

Global Thematic Investor

Profile

The Global Thematic Investor Portfolio is designed to take advantage of long term megatrends and investment themes offering potential sources of above-market growth. It applies an unconstrained, forward looking investment approach, partnering with skilled investors across a broad set of thematic opportunities.

Fund Managers

Meet the team

Nicholas Mandrinos

Nicholas has overall responsibility for the management of all segregated SFIM Fixed Income and Cash Management portfolios, as well as the selection and monitoring third party fixed income funds. He is also a portfolio manager on the SFIM Thematic portfolios.

Alastair Dean

Alastair is a Director focusing on equity research and manager selection. He is responsible for due diligence and research on global and regional equity mandates, and is also a member of both the Sustainable and Thematic Investment Committees.

Sean Curry

Sean has 25 years of experience in Manager Selection and Hedge Fund portfolio construction. Sean is focused on how ESG adoption will fundamentally alter capital markets in decade's ahead, creating opportunities for investors to benefit from the inevitable huge dispersion in outcomes.

Investment Management

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This site is not available in your jurisdiction. If you require further information about Stonehage Fleming Investment Management please contact us at enquiries@stonehagefleming.com.

 
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I confirm I am accessing the website from the country indicated.

 

The following web pages are only available to "Institutional Investors" and "Professional Investors" domiciled in Switzerland in accordance with Federal Act on Financial Services ("FAFS"). Under Article 4 of FAFS "Institutional Investors", include FINMA Regulated entities. "Professional Clients" are defined as Companies with professional treasury operations, Large Companies, Occupational Pension Schemes with professional treasury operations, Private Investment Structures with professional treasury operations created for High-Net-Worth Retail Clients, and High-Net-Worth-Individuals ("HNWI"). HNWI are defined as individuals 1) who on the basis of training, education and professional experience or on the basis of comparable experience in the financial sector, possess the necessary knowledge to understand the risks associated with the investments and have at their disposal assets of at least CHF 500,000; or 2) have at their disposal assets of at least CHF 2 million. By clicking on the button "I agree" you certify that: 1) you are domiciled in Switzerland 2) you are a 'Qualified Investor' or 'Professional Investor' under Article f of 'FAFS'

We have appointed 'ARM Swiss Representatives SA' as our Swiss representative for the following funds: Stonehage Fleming ("SF") Global Best Ideas, SF Global Sustainable Equity Fund, SF Global Multi Asset Portfolio, and SF Private Capital Fund. The paying agent in Switzerland is Banque Heritage S.A. The Prospectus and the Articles, KIIDs and additional documentation including the annual and semi-annual report can be obtained free of charge from the representative in Switzerland. Full contact details are contained within the fund documentation.

 

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By clicking on the button "I agree" you certify that you are an accredited investor as defined under section 1.1 of National Instrument 45-106 Prospectus Exemptions and "permitted clients" as defined under section 1.1 of National Instrument 31-103 Registration Requirements, Exemptions and Ongoing Registrant Obligations.

 

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By clicking on the button "I agree" you certify that you are a) a Qualified Client, within the meaning of that term in the Israeli Investment Advice, Investment Marketing and Portfolio Management Law 1995, OR b) Qualified Investors within the meaning of First Addendum to the Israeli Securities Law 1968.

 

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