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Lombard Odier Investment Managers launches Global FinTech strategy

May 11, 2020

Latest thematic strategy focuses on capturing value from the global expansion of financial technology services.

Lombard Odier Investment Managers (“LOIM”) has expanded its global trends offering with the launch of a new FinTech strategy, which aims to invest in the companies leading the technological and digital transformation of the financial services sector.

LOIM’s global trends offering captures themes such as digitalisation, consumer brands and healthy living, all underpinned by LOIM’s extensive expertise in sustainable investing. LOIM manages close to $2bn across several thematic strategies such as Global Fintech, Global Prestige and Golden Age.

LOIM’s Global FinTech strategy offers investors comprehensive access to firms across the fintech spectrum; from established companies with a global reputation, to those enabling financial and technological transformation in the industry, as well as future disruptors.

The strategy follows a high conviction stock picking process, founded in the continuous fundamental analysis of global markets, as fintech continues to drive the uptake of digital technologies across financial services industries. An active portfolio of around 50 well-diversified stocks is selected, following a disciplined analysis focused on their financial track record and business practices and a forward-looking assessment of the sustainability of their business models and valuation.

The strategy is managed by Jeroen van Oerle and Christian Vondenbusch. Jeroen has a specialisation in technology and was previously Portfolio Manager of Robeco’s Global FinTech Equities strategy. Christian is a highly experienced Senior Portfolio Manager with a demonstrated track record in thematic investing and a specialisation in financials.

Didier Rabattu, Head of Global Equities at LOIM, said: “Once again LOIM continues to demonstrate its commitment to focus on those sectors that provide sustainable growth opportunities for investors. We are pleased to introduce the Global FinTech strategy, led by a team with unrivalled expertise and strong track record.

“The rate of growth that fintech companies have experienced in recent years has been an area of great focus for investors. Their appetite to tap into the speed of fintech expansion, its rate of adoption by financial services firms globally and its impact on global markets has only increased with time, and as fintech strategies continue to filter into developing markets, the opportunities will be significant.”

For more information: www.lombardodier.com

Contacts

Celeste Herriger

Head of PR, Lombard Odier Investment Managers

Tel.: +44 20 3206 6167

c.herriger@lombardodier.com

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