With an enviable investment heritage stretching back 96 years, Robeco’s fundamental equity strategies have always adapted with its goal of to deliver returns even in the toughest investment times. In the 21st century, Robeco is a recognized leader in building strategies designed to meet your investment objectives.

To optimize investment performance we take a data-driven approach to selecting the companies across sectors and geographies that we believe will power economic growth in the future. Our high-conviction global equity and emerging markets strategies are managed by one of the most experienced teams in the industry and can enable you to achieve a truly global investment footprint.

Why now?

Outperformance by US companies through the ‘great moderation’ since 2009 has left investors with an overweight allocation to US growth stocks, especially in the technology sector. We believe retaining this overweight due to the built-in inertia of index allocation could be less than optimal in the long term. Moreover, the global economy is undergoing significant change due to geopolitical shifts, technological advancements, and demographic and environmental challenges.

In 2025 a resilient and agile investment strategy is needed to manage:

  • Policy uncertainty: The prospect of sweeping trade policy changes driven by the US, with uncertain outcomes at country, sector and company level.
  • The economic cycle: Risks of slowing global growth, persistent inflationary pressures, and diverging central bank actions add complexity to the outlook.
  • Geopolitics: Tensions and evolving alliances in international relations create unpredictable risks and opportunities.

By investing in global equities, both in developed and emerging markets, you can gain exposure to economic growth, inflation protection, and geographic diversification, allowing you to benefit from, or mitigate, all these trends. In this new era of volatility and rapid change, active approaches that truly deviate from market indexes, will make a signficant difference to your investment outcome. 

Why high-conviction?

Our high-conviction strategies aim to outperform its reference indexes over a three- to five-year investment horizon. This approach results in concentrated portfolios of attractive stocks featuring a high active share and low turnover.

Only those stocks in which the investment team has the highest conviction enter the portfolio. The benchmark-agnostic and unconstrained character of our high-conviction strategies allows our portfolio managers to select stocks they consider to be attractive from a fundamental, valuation, and sustainability point of view.

As these portfolios are often contrarian and truly differ from market indices, it may take time for the investment case to develop. It’s important, therefore, not only to have a high active share portfolio but also a long investment horizon. As an additional benefit, this results in lower portfolio turnover and hence lower transaction costs.

Combining fundamental investment with quant

To complement our fundamental stock selection analysis we screen our investment universe with a Robeco quantitative model to illustrate behavioral biases of market participants such as overconfidence and herd behavior, and reveal patterns our portfolio managers may have missed. We believe this gives us another competitive advantage over passive investment strategies.

A strong and experienced global team
  
Robeco’s global fundamental equities team consist of more than 70 investment professionals. The team cooperates closely with our China and Asia-Pacific specialists based in Hong Kong and Shanghai as well as sustainable investment analysts in Singapore and the Netherlands. 

Find out more about high-conviction equities today

Important information - capital at risk

This information refers only to general information about Robeco Holding B.V. and/or its related, affiliated and subsidiary companies, (“Robeco”), Robeco's approach, strategies and capabilities. This is a marketing communication intended solely for professional investors, defined as investors qualifying as professional clients, who have requested to be treated as professional clients or who are authorized to receive such information under any applicable laws. Unless otherwise stated, the data and information reported is sourced from Robeco, is, to the best knowledge of Robeco, accurate at the time of publication and comes without any warranties of any kind. Any opinion expressed is solely Robeco’s opinion, it is not a factual statement, and is subject to change, and in no way constitutes investment advice. This document is intended only to provide an overview of Robeco's approach and strategies. It is not a substitute for a prospectus or any other legal document concerning any specific financial instrument. The data, information, and opinions contained herein do not constitute and, under no circumstances, may be construed as an offer or an invitation or a recommendation to make investments or divestments or a solicitation to buy, sell, or subscribe for financial instruments or as financial, legal, tax, or investment research advice or as an invitation or to make any other use of it. All rights relating to the information in this document are and will remain the property of Robeco. This material may not be copied or used with the public. No part of this document may be reproduced, or published in any form or by any means without Robeco's prior written permission. Alpha refers to the excess return of an investment relative to a benchmark index and is a measure of performance.

This information is for informational purposes only and should not be construed as an offer to sell or an invitation to buy any securities or products, nor should it be viewed as investment advice or a recommendation to buy or sell any financial instrument or instruments.

RIAM US

Investment management services are offered to U.S. institutional clients by Robeco Institutional Asset Management U.S. Inc. (“RIAM US”), an investment adviser registered with the US Securities and Exchange Commission (“SEC”). Such registration should not be viewed as an endorsement or approval of RIAM US by the SEC. RIAM US is a wholly owned subsidiary of ORIX Corporation Europe N.V. (“ORIX”), a Dutch investment management firm headquartered in Rotterdam, the Netherlands. RIAM US is located at 230 Park Avenue, 33rd floor, New York, NY 10169."