Through my funds, I am investing in securities with a focus on Innovation, Disruption and Sustainability. My strategy focuses around discovering medium and long term trends and profiting from them by being invested early on. These trends include:
- Electronic and Autonomous Mobility (Tesla, Byd)
- Digital and Mobile Payments (Square, Shopify, Fiserv, Worldline)
- Sustainable Energy (Enel, Iberdrola, Falck Renewables)
- Intelligent Cloud (Microsoft, Google, Amazon, Tencent, Alibaba)
Most of my investments fall into either of these four categories. In my Global Connectivity and Infrastructure, I aim to capture all of them in one diversified fund.
Another area of increasing interest to me is capturing the changes in modern lifestyle, including trends like:
- Mobility and Transportation (Uber, Lyft, Just Eat)
- Fitness and Health (Apple, Technogym, Adidas)
- Luxury Goods (Lvmh, Kering, Moncler, Ferrari)
- Social Media (Facebook, Twitter, Tencent, YY)
- Streaming (Netflix, Spotify, Roku)
I recently set up my "Global Health and Fitness" and am looking into building more products on the trends above
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Experience in securities trading
Risk class 1:
3 or more years
Risk class 2:
3 or more years
Risk class 3:
3 or more years
Risk class 4:
3 or more years
Risk class 5:
3 or more years