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
2022-11-07_clean-tech-impact-report-2022-renewables_teaser
White Paper | Read | 15 min

Clean tech impact report 2022: Renewables with prospects in a gas-deprived world

Now that the Russian utility’s gas deliveries have stopped, might this be the right time to call your solar and wind power company? Perhaps more than ever, renewables, and areas such as electric vehicles, batteries, or “green” hydrogen, are facing a bright future. Read our Clean Technology impact report for further details.

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Sustainable Equities Boutique
2022-10-24_global_food_crisis_teaser
Viewpoint | Read | 6 min

Global food crisis: How can investors help to ease it?

Feeding a starving person is important, we all agree on that. But from an investor’s point of view, allocating capital to companies working towards the same end is perhaps even more appropriate. But first, go find promising ones active in areas such as increasing land yields, reducing food waste, or preserving biodiversity, to name a few.

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Sustainable Equities Boutique
2022-10-26_china-no-negative-surprises_teaser
Viewpoint | Read | 2 min

China: Market overreaction despite no negative surprises from National Party Congress

Price action on Monday has taken the implied equity risk premium to 10.7%, the highest since 2008. Foreign investors appear to have interpreted the composition of newly appointed Standing Committee in China as offering less likelihood of a change in policy direction on the government’s dynamic zero-Covid stance. However, the announced policies were in-line with expectations and there were no negative surprises.

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