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A long-term shift in behaviour will have a large impact on brands
We believe that megatrends and mega-challenges will have a transformative effect on economies and the brands that drive them.
These long-term trends and challenges are awakening new high profile brands while others may fail to adapt.
Our world brands equity strategy aims to identify those high quality companies, which display sustainable attractive long-term growth potential, and a best in class brand.
Watch the following video for more about our world brands strategy
Our world brands equity strategy has invested in the world’s leading, upcoming and digital brand names in order to generate capital growth since 2009. Our strategy focuses on superior financials, commitment to sustainability, and the establishment of a successful brand label or a portfolio of brands. Most of these brands have very solid balance sheets with little debt and very high free cash flow generation. These brands typically have pricing power, loyal consumers and in many cases, a high switching cost.
Brands which embrace digitalisation, seek success in the East with new consumers, and have more sustainable products are more likely to thrive, whereas those which are unwilling or unable to meet these developments head on will be left behind.
Long-term investment in the future’s most valuable world brands requires an appreciation and understanding of these trends and the impact they are expected to have on society.
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