An investment philosophy focused on long-term structural growth, seeking to harness megatrends to deliver superior investment returns.
Are you interested in understanding the global megatrends shaping our world today? Are you interested in learning about the companies poised to benefit from these structural growth trends? Do you want to learn more about winning companies addressing secular issues such as technological innovation, an ageing population, or feeding the world? If so, then consider Next Generation investing at Julius Baer.
What is Next Generation Investing?
At its core, the Next Generation investment philosophy at Julius Baer is a thematic investing approach with a focus on long-term structural growth. The objective is to seek out sustainable growth opportunities by identifying companies with a competitive advantage within structurally-growing markets, and thus harness megatrends to deliver superior investment returns.
Next Generation investing at Julius Baer
Our Next Generation investment philosophy provides you with products, services, publications, and information channels that place you at the leading edge of investment culture. You will gain access to investment opportunities that grant exposure to the winning companies benefitting from structural trends. We believe Next Generation investing is best conducted within a portfolio context, and this is embedded in our investment philosophy and process. We combine a top-down (industry and segment) and bottom-up (company analysis & valuation) approach to determine the growing industries and winning companies of the future, and equally focus on diversification and risk management. The scope for investment is broad and can take the form of investment products, mandates, and single stock recommendations.
Themes covered by Next Generation
Next Generation tracks shifts in consumer spending and capital expenditure in order to identify structural growth areas, mapping its research to five key investment themes:
- Arising Asia – The growing economies and expanding middle classes of emerging Asia.
- Digital Disruption – The phenomenon of digitalisation, which is affecting every corner of our lives.
- Energy Transition – The shift from fossil fuels to new sources of energy.
- Feeding the World – Sustainable food production for a 10-billion-strong world population by 2050.
- Shifting Lifestyles – Ageing populations and extended longevity are altering global lifestyles.
What type of investor is Next Generation suitable for?
Next Generation is suitable for private and institutional clients, family offices, and foundations interested in thematic investing and long-term structural growth trends. Next Generation investing is an equity-only investment strategy, and represents a dynamic growth, high-risk approach, with a risk management overlay and a long-term investment time horizon.
Further opportunities for learning
Through its Next Generation Summits, Julius Baer provides you with access to experienced and dedicated Julius Baer specialists, as well as to some of the greatest visionaries of our time. At these events, you will learn more about suitable investment solutions to grow your wealth and enhance your portfolio, derived from a modern investment attitude and based on Julius Baer’s comprehensive investment competence.
Are you interested in learning more about Next Generation at Julius Baer? Your relationship manager and our research analysts would be delighted to provide you with more detailed information.