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Thematic Investing Strategy
A Brighter Future Begins with a Bold Vision
Our thematic equities offer an opportunity to access long-term innovation and invest in the themes driving the future of humanity, society, and the planet. Their aim is to deliver higher potential returns, led by a new generation of dynamic, thematic investors.
Our thematic equity investments are overseen by a team boasting decades of experience in thematic investing. They track disruptive, secular growth themes such as AI & Robotics, Safety, Subscription Economy, Water, and Wellness. Their focus is on markets with the potential to outpace the global economy as a whole. Discover how this approach can enable you to capitalize on the innovations and trends shaping the future.
Invest Now. Change Tomorrow.
We offer unrestricted and concentrated portfolios with a high active share compared to major global equity indices. Each portfolio targets companies exhibiting an attractive risk/return profile propelled by secular trends while also meeting non-financial ESG criteria.
We offer unconstrained and focused portfolios with a high level of active management compared to major global equity indices. Each portfolio selects companies with an attractive risk/return profile influenced by long-term trends, while also aligning with non-financial ESG criteria.
Expertise that keeps you One Step Ahead of the Competition
Our team possesses in-depth expertise in the long-term growth trends that will define the future, including AI, robotics, technology, safety, wellness, the subscription economy, and water. On average, our portfolio managers boast over a decade of experience in thematic investing.
Why is Thematics Important?
As genuine thematic experts, we aim to capitalize on long-term secular opportunities for investors, exploring new growth drivers across sectors, countries, and geographies. We steer clear of fads and short-term trends, prioritizing a keen understanding of the changes poised to disrupt our lives, including the rise of AI and automation, digital and real-world security, resource scarcity, shifting demographics, and evolving consumer behaviors.
Our experienced team provides a variety of funds tailored for forward-thinking investors seeking to capitalize on disruption. These funds combine a top-down approach (thematic alpha) with meticulous bottom-up due diligence (stock selection).
Orus Capital Group prioritizes the significant themes shaping our world today. Rather than fixating on short-term fads or trends, we aim to seize long-term secular opportunities for investors. Our pursuit of new growth drivers extends across sectors, countries, and geographies. Whether it's the emergence of AI and automation, digital and real-world security, resource scarcity, or evolving consumer patterns, Orus Capital Group remains keenly attuned to the transformative changes with the potential to disrupt both our lives and the investment landscape.
The investment strategies outlined here are offered by Orus Capital Group through institutional separately managed accounts. The information and strategies discussed are strictly for illustrative and educational purposes and are primarily intended for institutional investors. They are not a recommendation, offer, or solicitation to buy or sell securities or to engage in any investment strategy. There is no guarantee that any of the strategies discussed will be successful. Past performance does not guarantee future outcomes. Every investment carries some level of risk. While there is the possibility of profit, there is also the possibility of loss.