en
    • insights.
    • Lombard Odier Investment Managers launches Global FinTech strategy

    media releases

    Lombard Odier Investment Managers launches Global FinTech strategy

    Lombard Odier Investment Managers launches Global FinTech strategy

    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 investment team is led by Henk Grootveld, who joined LOIM in January 2020 from Robeco, bringing over twenty years’ expertise in thematic investment. The strategy is managed by Jeroen van Oerle and Christian Vondenbusch, who joined LOIM together with Henk. 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.”

    Henk Grootveld, Portfolio Manager, Global Trends at LOIM, said: “For the last few years fintech has enjoyed a particularly strong rally as a result of the revolutionary role it has played in bringing traditionally physical finance activities, such as payments, transfers, security and financial management, online. In our view, COVID-19 has actually accelerated the digitalisation of financials services. The combination of an increased penetration of e-commerce, countries wanting to reduce the black economy and the hygiene factor are now driving us towards a cashless society even faster than before.

    “At LOIM, we believe that the combination of structural growth and attractive valuation remains compelling. The global transition to a cashless society, greater financial inclusion through digital finance, the emergence of new financial services through lowered barriers to entry, the rise of technology ecosystems and cybersecurity are key features of financial services businesses we will aim to capture through this strategy.”

     

    About Lombard Odier IM

    Lombard Odier Investment Managers is the asset management business of the Lombard Odier Group, which has been wholly owned and funded by its partners since its establishment in 1796.

    Our independent structure and our partners’ involvement in the day-to-day management of the firm allows us to focus entirely on our clients’ needs, fostering trust and alignment of interest. Throughout our history, we have been rethinking the old and embracing the new in our efforts to help our clients achieve their objectives in a changing world.

    We provide a range of investment solutions to a group of clients that are all long-term oriented in their many and diverse ways. Our heritage, and our combination of the best of conservatism and innovation, keeps us well-positioned to create lasting value for our clients. Our investment capabilities span Fixed Income, Convertible Bonds, Equities, Multi-Asset and Alternatives.

    Sustainability is absolutely central to our investment philosophy; we believe it is the founding principle of economic outcomes, and will drive investment returns over the long term.

    With more than 140 investment professionals, we are a global business with a network of 13 offices across Europe, Asia and North America and have assets under management of 54 billion CHF (as at 31 January 2020).

     

    For more information: www.lombardodier.com

     

    Contacts

    Celeste Herriger
    Head of PR, Lombard Odier Investment Managers
    Tel.: +44 20 3206 6167
     

    important information.

    This document has been issued by Lombard Odier Funds (Europe) S.A. a Luxembourg based public limited company (SA), having its registered office at 291, route d’Arlon, 1150 Luxembourg, authorised and regulated by the CSSF as a Management Company within the meaning of EU Directive 2009/65/EC, as amended; and within the meaning of the EU Directive 2011/61/EU on Alternative Investment Fund Managers (AIFMD). The purpose of the Management Company is the creation, promotion, administration, management and the marketing of Luxembourg and foreign UCITS, alternative investment funds ("AIFs") and other regulated funds, collective investment vehicles or other investment vehicles, as well as the offering of portfolio management and investment advisory services.
    Lombard Odier Investment Managers (“LOIM”) is a trade name.
    This document is provided for information purposes only and does not constitute an offer or a recommendation to purchase or sell any security or service. It is not intended for distribution, publication, or use in any jurisdiction where such distribution, publication, or use would be unlawful. This material does not contain personalized recommendations or advice and is not intended to substitute any professional advice on investment in financial products. Before entering into any transaction, an investor should consider carefully the suitability of a transaction to his/her particular circumstances and, where necessary, obtain independent professional advice in respect of risks, as well as any legal, regulatory, credit, tax, and accounting consequences. This document is the property of LOIM and is addressed to its recipient exclusively for their personal use. It may not be reproduced (in whole or in part), transmitted, modified, or used for any other purpose without the prior written permission of LOIM. This material contains the opinions of LOIM, as at the date of issue.
    Neither this document nor any copy thereof may be sent, taken into, or distributed in the United States of America, any of its territories or possessions or areas subject to its jurisdiction, or to or for the benefit of a United States Person. For this purpose, the term "United States Person" shall mean any citizen, national or resident of the United States of America, partnership organized or existing in any state, territory or possession of the United States of America, a corporation organized under the laws of the United States or of any state, territory or possession thereof, or any estate or trust that is subject to United States Federal income tax regardless of the source of its income.
    Source of the figures: Unless otherwise stated, figures are prepared by LOIM.
    Although certain information has been obtained from public sources believed to be reliable, without independent verification, we cannot guarantee its accuracy or the completeness of all information available from public sources.
    Views and opinions expressed are for informational purposes only and do not constitute a recommendation by LOIM to buy, sell or hold any security. Views and opinions are current as of the date of this presentation and may be subject to change. They should not be construed as investment advice.
    No part of this material may be (i) copied, photocopied or duplicated in any form, by any means, or (ii) distributed to any person that is not an employee, officer, director, or authorised agent of the recipient, without Lombard Odier Funds (Europe) S.A prior consent. ©2020 Lombard Odier IM. All rights reserve

    related insights.

    related content.