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.”

Christel Rendu de Lint, PhD Deputy Head of investments, Vontobel

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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.

Insights

Sustainable Equities Boutique
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Viewpoint | Read | 4 min

Reasons for optimism in emerging-market equities

Despite current headwinds, emerging-market equities are ripe with opportunity for active long-term investors. Valuations appear attractive relative to developed markets, the gap in GDP growth between EM and developed countries is expected to widen again from next year, and a resurgence in China has the potential to spur a strong comeback in EM equities.

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Sustainable Equities Boutique
Viewpoint | Read | 6 min

As Russian gas evaporates, swapping pipelines for smart solutions

Vladimir Lenin believed that “Soviet power plus the electrification of the whole country” would lead to triumph over the west. His namesake in today’s Kremlin is using gas exports as an economic weapon. Europe is looking for technological solutions such as heat pumps to wriggle out of the Russian bear’s warm embrace.

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Sustainable Equities Boutique
Viewpoint | Read | 3 min

China – green shoots of market stabilization

The lockdown in Shanghai is sending shockwaves through markets while the Chinese government is trying to handle the health crisis without losing face. Still, things seem to have stabilized, and there are hopes that the leadership will crank up the economy. Markets would benefit, and so could stock pickers, according to our mtx equity experts.

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