AI & Robotics

Evidence Based Investing

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Portfolio Characteristics

Inception Date – October 2020
Currency – USD
Dividend Yield – 0.68%
Daily Liquidity

Investment Approach

Evidence Based Investing is our core investment philosophy, which means that rather than relying on short-term forecasting, we draw information about expected returns from the market itself. Letting markets do what they do best, drive information into prices, frees us up to spend time where we believe we have an advantage, namely in how we interpret the research and how we design and manage portfolios. It means we take a more systematic approach to investing, an approach we can implement consistently, and investors can understand and stick with, even in challenging market environments.

Rigorous, unbiased research has yielded six expected return premia for patient investors, which are equity premium, small cap premium, value premium, profitability premium, term premium and credit premium. We then select the most suitable securities to create the desired market exposure in the most cost and tax efficient way to capture these premiums.

We manage investment risks by using the combined powers of diversification and asset allocation. Diversification is a way to dampen risks. While some risks can be diversified away, market risk however remains and is expected to enhance your long-term returns if you build them into your total portfolio, and if you stay the course with them over time.

Asset allocation is determined by the investor’s specific goals and times frames and guided by his or her risk tolerance and capacity.

Strategy Description

The strategy uses a bottom-up stock picking approach to create a concentrated portfolio of AI & Robotics stocks.

The sector is currently attractively valued compared to its growth prospects.

The research process is focused on finding companies that show relative value and quality characteristics within the sector. Our research models screen the global stock universe in a disciplined way based on 27 model factors and select the companies that have the highest return expectations. The portfolio is regularly rebalanced based on those factors.

Portfolio Performance

YTD 2020
Portfolio 1.27% 24.30%
as of 29/01/2021

Allocation

America 74.61%

Greater Europe 12.72%

Developed Asia 8.44%

Emerging Asia 4.23%

Central/Latin America 0.00%

Sector

Financials

0.05%

Industrials

12.75%

Consumer Discretinoary

4.29%

Real Estate

0.01%

Consumer Staples

0.02%

Materials

0.23%

Healthcare

8.81%

Utilities

0.03%

Technology

73.70%

Energy

0.00%

Telecommunication

0.11%

Sector

Financials

0.05%

Industrials

12.75%

Consumer Discretinoary

4.29%

Real Estate

0.01%

Consumer Staples

0.02%

Materials

0.23%

Healthcare

8.81%

Utilities

0.03%

Technology

73.70%

Energy

0.00%

Telecommunication

0.11%

Sector

Investment Grade

null

High Yield

0.00%

Other

0.00%

Financials

0.05%

Industrials

12.75%

Consumer Discretionary

4.29%

Real Estate

0.01%

Consumer Staples

0.02%

Materials

0.23%

Healthcare

8.81%

Utilites

0.03%

Technology

73.70%

Energy

0.00%

Communication

0.11%

Sector

Diversified Reits

null

Office Reits

0.00%

Retail Reits

0.00%

Hotel & Resort Reits

0.00%

Industrial Reits

0.00%

Financials

0.05%

Industrials

12.75%

Consumer Discretionary

4.29%

Real Estate

0.01%

Consumer Staples

0.02%

Materials

0.23%

Healthcare

8.81%

Utilites

0.03%

Technology

73.70%

Energy

0.00%

Communication

0.11%

Top Holdings

StockWeight

Appian Corp4.80%

ServiceNow Inc4.34%

CoreLogic Inc/United States4.10%

Premia CSI Caixin China New Economy ETF4.02%

Intuitive Surgical Inc4.00%

ANSYS Inc4.00%

Baidu Inc3.98%

Toyota Industries Corp3.97%

Hexagon AB3.95%

Nidec Corp3.94%

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