Through its diversified range of AMCs, Sesame Active Equity and its in-house research team offer thematic investment solutions. Our historical conviction: secular growth investment themes will deliver the most alpha over the medium to long term. Our objective is to generate added value for our clients, by offering innovative investment themes as well as an in-depth analysis of all catalysts at work to back our picking.
We provide our clients with solutions that aim to leverage new, non-cyclical economic drivers that are transforming the world and addressing future challenges. These issues and trends are mainly demographic, environmental, technological and social. In addition to their growth prospects, these thematic investments allow exposure to different sectors and geographic areas depending on the theme’s value chain, with the added objective of resilience and diversification.
Our range of thematic AMCs now occupies a prominent place in our clients’ portfolios, due to its relevance, its appropirateness in terms of our clients’ expectations and its performance.
Sesame Financial Group's proprietary research follows a top-down approach:
Our in-house research team aims to identify the companies best placed to take advantage of these underlying trends. This forward-looking approach to investment also makes it possible to detect certain companies whose potential has not yet been fully recognised by the market.
Our selections are completely transparent and an in-depth investment rationale is systematically available in our research notes.
Arable land per capital has decreased by half since 1961 due to rapid population growth, a trend that is poised to persist. The green revolution helped drive yields for cereals in the 1960s, but its effects are now fading. Precision agriculture, as a fully-connected ecosystem, is driving major changes in the industry and might be the solution. Our proposal is, therefore, to build a comprehensive and dynamic exposure to modern agriculture techniques.
Data Global Digitalization create new business opportunities: Online advertising, Big data revolution in IT, Cybersecurity, Digital Entertainment, Artificial Intelligence & Machine Learning, Digitalization of Healthcare... We believe that several players are already well-positioned and becoming the leaders of tomorrow, as they sit at the forefront of innovation in the above-mentioned fields.
Investing into infrastructure (roads, airports, water, energy utilities, electric vehicles, broadband, renewables) is a relevant alternative to further support growth in the US. They have been constantly ageing over the last decades. We believe that the time has come for a spectacular modernization. There is a strong bipartisan support around infrastructure spending in the US indeed.
Arable land per capital has decreased by half since 1961 due to rapid population growth, a trend that is poised to persist. The green revolution helped drive yields for cereals in the 1960s, but its effects are now fading. Precision agriculture, as a fully-connected ecosystem, is driving major changes in the industry and might be the solution. Our proposal is, therefore, to build a comprehensive and dynamic exposure to modern agriculture techniques.
With falling production costs and strong political initiatives, H2 will become a central pillar of the energy transformation required to limit global warming to 2°C. Hydrogen plays a role in different areas, notably i) enabling large-scale renewable energy integration and power generation ii) decarbonizing transportation, building heat & power, industrial energy demand. The EU launched its Hydrogen strategy, marking a spectacular acceleration in the adoption of H2 policy visions, with production cost expected to fall 3-fold by 2050, in line with fossil fuels. Our proposal is to invest across diversified sectors (Production, Storage, Distribution, Fuel Cells, Mobility) globally (US, France, Germany, UK, South Korea, Japan, China)
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