Equities

As stewards of client capital for more than thirty years, our aim is to provide portfolios driven by pragmatic investment choices. 

Performance reflects the balance between real-world growth opportunities and risks to deliver on a client’s needs. Vontobel has three boutiques managing a wide range of equity strategies. All of our portfolios are built on consistent investment philosophies combined with deep research, disciplined process, and many years of experience. 

Get active

Your goals are best served by a manager who shares your responsibilities. Our equity funds are actively managed with high-conviction investment philosophies. We manage two primary investment styles: bottom-up stock investing and quantitative. Environmental, social, and governance (ESG) issues are an integral part of our bottom-up investment approach where sustainable earnings growth drives performance. 

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An approach to suit your needs

Our investment strategies offer a selection of regional and industry trend focuses – ranging from unconstrained global and emerging markets, through to clean technology.

Fundamental

Our Quality Growth and Sustainable Equities boutiques maintain an unwavering focus on bottom-up fundamental research. A consistent feature of our boutiques is the philosophy that long-term performance is driven by sustainable earnings growth. Investing into the shares of leading global companies takes deep research and discipline to look through the market noise and invest into long-term structural demand opportunities. A strong focus on ESG is integral to the investment process across our funds.

Quantitative

The Vescore investment philosophy of timing investments by their factor behavior (momentum, quality, value, and volatility) is based on consistent market reactions to earnings confidence and valuation. Built on a deep academic foundation, the process actively manages factor-weighted portfolios through the cycle.

What sets us apart

High
conviction

Active investing and active stewardship of your investment requires high conviction. Conviction through research, discipline and experience.

Investment
compass

An investment philosophy is a compass that guides you towards your goal. Over the years, we have developed our investment philosophies to deliver distinctive investment approaches.

Style
consistency

We believe that relying on a consistent style enables us to fulfil our clients’ needs. A solid and repeatable investment process, based on a high-conviction philosophy provides predictability across market conditions.

Stable investment environment

Vontobel is a well capitalized company in which the Vontobel family still holds a controlling stake. Listed on the Swiss stock exchange, Vontobel has provided a solid foundation since its founding in 1924.

Sustainability within equity investing

Our equity teams have actively invested in sustainable assets since 2001, while continuously developing our ESG offering. Our teams integrate ESG factors into their investment decisions, tailoring them to the distinct investment philosophy and market segments they specialize in. As a signatory to the UN PRI since 2010, Vontobel is ranked A+ by the PRI.

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Insights

Sustainable Equities Boutique
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Viewpoint | Read | 2 min

EU plans to classify gas and nuclear power as green won’t change investors’ views

The EU taxonomy seeks to define what is and is not “sustainable” to support the transition to a sustainable economy. However, news that the European Commission will class certain gas and nuclear power projects as sustainable within the EU taxonomy is politically driven, and out of line with many investors.

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Asset Management
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Outlook | Read | 6 min

Eyes wide open – invest with caution in 2022

Many of us would welcome some respite around the holidays, but the financial markets aren’t exactly at ease going into 2022. Four Vontobel investment experts debate the options across fixed income and equities and lift the veil on how investors can manage risks and find opportunities in the year ahead.

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Quality Growth Boutique
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Outlook | Listen | 45 min

Risks Hiding in Plain Sight: Quality Growth 2022 Global Equity Outlook

Market sentiment reflects growth that will continue at past levels, yet economies and businesses globally are facing stiff headwinds – high government debt, rising inflation, and supply chain bottlenecks. As markets shrug off risks, expect volatility and a divergence in company performance in 2022.

Listen now

Sustainable Equities Boutique
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Market Update | Read | 4 min

The economics of biodiversity will drive large chunks of social impact agenda

While the “E” in ESG has taken prominence in impact investing over the past years, the “S” has only recently been coming to the fore. For many, social factors are still a philanthropic luxury rather than an actionable investment focus. However, the economics of biodiversity could trigger a rethinking.

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Sustainable Equities Boutique
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Market Update | Read | 3 min

COP26: Energy crisis highlights need for faster green energy deployment

The recent energy price crisis has increased the spotlight on COP26. There is an urgent need for a faster deployment of green energy solutions, including renewable energy as well as storage and energy grid infrastructure. Investments in innovative companies can enable this process and ease nefarious effects on global energy supply chains.

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Quality Growth Boutique
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Viewpoint | Read | 4 min

4 Key Trends in Emerging Markets and Companies that May Benefit

Local know-how goes a long way in emerging markets (EM). Regional e-commerce and consumer companies are increasing market share by adapting to local preferences. Some quality companies are benefiting from this and other EM trends, such as expanding demographics in the online gaming market and rising barriers to entry in semiconductors.

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