Sustainable Equities Boutique

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

How we can help you

We manage a wide range of emerging market and global strategies. All our portfolios are built on consistent investment philosophies combined with deep research, disciplined processes, and risk management.

Environmental, social, and governance (ESG) issues are an integral part of our bottom-up investment approach where we believe sustainable earnings growth drives performance.

Why partner with us

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 consistent style enables us to fulfill our clients' needs. A solid and respectable investment process, based on a high-conviction philosophy provides a 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.

“We try to take advantage of multiple opportunities in equity markets. Our in-house research enables us to pick companies that we believe have strong growth prospects, competitive positioning, management strength, and sustainability credentials.”

Jean-Louis Nakamura, Head of Sustainable Equities Boutique

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Our offering

Our offering covers equity strategies targeting leading companies with high growth potential as well as strong competitive positions, and which integrate sustainability criteria in various degrees.

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Insights

Sustainable Equities Boutique
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White Paper | Read | 12 min

Global impact equities report 2022: Solutions to sustainability challenges

Whether it’s potentially avoiding emissions of CO2, manufacturing affordable drugs, or providing liters of drinking water, the companies Vontobel Fund II - Global Impact Equities invest in have made real-world impacts on our planet and society. Every year, we assess how our holdings have helped provide solutions to sustainability challenges.

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Sustainable Equities Boutique
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Viewpoint | Read | 7 min

Meeting sustainability and investor goals by supporting biodiversity

Biodiversity loss often takes a backseat to climate change in global headlines but ignoring the preservation of natural ecosystems poses a threat to water, land, marine life, health, and can increase poverty. There is an urgent need for change. The upcoming COP 15 will address biodiversity solutions that will benefit companies, investors, and society.

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