Robeco is targeting the next wave of internet users with the launch of its emerging markets technology trend fund.
The Next Digital Billion fund, co-managed by Michiel van Voorst and Bryan Satterly, will invest in publicly listed local high-growth internet and technology stocks across the emerging markets.
The high conviction, benchmark agnostic strategy will consist of between 30 and 50 companies, diversified by sector and geography to optimise its risk-return profile.
Robeco CIO fundamental and quant equity Mark van der Kroft said: “Robeco’s pioneering experience in both emerging market and trends and thematic investing is at the core of the Next Digital Billion strategy.
“We are excited to be providing our clients with a unique investment strategy which has the potential to result in tremendous amounts of value for investors over the coming decades.”
