TECHNOLOGY INNOVATION AS A GROWTH DRIVER

The current global landscape is characterized by a slowdown in globalization processes, a redesign of production chains in the main geographies, the need to achieve technological and energy self-sufficiency, and a growing awareness of environmental, social, and good governance issues.

At the same time, the acceleration of technological innovation is creating new business and investment opportunities, while on the other it is increasing the volatility of financial markets.

The sectors most exposed to these trends are high-tech sectors – such as information technology, telecommunications, electronics and biotechnology – which in recent years have recorded strong growth that does not seem destined to stop. Technology innovation is also having a significant impact on traditional sectors, such as industrial production, consumption, financial services, renewable energy and healthcare. These companies are investing in new technologies to remain competitive and to respond to evolving customer needs, improving the efficiency of their processes and developing the potential to create new markets and products.

VALUE RESPONSES IN THE POTENTIAL OF CHANGE

KIS Innovation Trends is a dollar-denominated thematic equity product that invests in global markets, aiming to identify the most performing, innovative, technology-intensive companies with the potential to become leaders in their respective sectors.

We refer in particular to those companies that will benefit from long-term economic and social trends, such as “disruptive technologies,” or technologies that are expected to influence social and consumer behavior, as well as demographic and climate change.

KAIROS' OFFERING

The investment universe of KIS Innovation Trends is broad and consists of at least 80% of international equity securities. It is an investment solution that combines the analysis used to identify specific securities within the sectors and markets that offer the best investment opportunities (bottom-up) with an analysis focused on macroeconomic conditions (top-down).

In order to extract value from the current economic and financial context, the management team analyzes the impact of innovations, not exclusively limited to the technology sector, but by multi-sectoral applications in areas that guarantee companies efficiency in the provision of goods and services, such as for example in the sectors: financial, healthcare, industrial, consumer goods and energy.

The four areas of innovation identified by KIS Innovation Trends are:


The Fund is actively managed, integrating fundamental and quantitative analysis, with a medium- to long-term investment horizon. The investment process begins with the evaluation of the investable universe, which takes place on a global scale. The manager identifies the companies that are the subject of the investment through a fundamental analysis process.

The overall portfolio construction will follow these criteria in particular:

  • listed equity securities issued by international companies;
  • global geographic exposure;
  • companies with reasonable valuations relative to growth prospects, cash generation, and sustainable debt exposure;
  • investment concentration, i.e. a maximum of 5% on a single security, with 40-50 securities expected in the portfolio.

The Fund aims to grow capital in the medium to long term by outperforming the reference benchmark, which is used for performance comparison and to calculate the performance fee.

The portfolio is invested for the long term in approximately 40-50 disruptive growth stocks with a global focus.

The moderate correlation level of the portfolio with the reference market allows the product to function as a valid tool for diversification and efficient equity asset allocation.

According to the SFDR Regulation on ESG funds, the Fund is classified as art. 8. Further information on sustainability aspects is available at the link https://www.kairospartners.com/esg-en/?lang=en and in the prospectus.

 

KIS innovation Trends is aimed at investors with a high risk tolerance, who can set aside the capital for a period of at least 5 years and are prepared to meet defined investment objectives, have experience of, or understand, so-called “capital at risk” products and are able to accept significant capital losses (should these occur). Investment involves a risk component, and as a result, the originally invested capital may not be fully or partially recovered. Past performance is not indicative of future results. KIS Innovation Trends’ synthetic risk indicator is classified at level 4 out of 7. Comprehensive information regarding risks is available in the Prospectus and Key Information Document (KID).

THE MANAGEMENT TEAM

The management of KIS Innovation Trends is entrusted to Alberto Tocchio and Riccardo Quagliotti, who have extensive experience in the equity market, both in terms of management skills and top-down and bottom-up analysis techniques.

The management team is able to generate and identify the best investment ideas. Their consolidated expertise in analysis and security selection, combined with the constant monitoring of themes and Kairos’ ability to anticipate new and promising trends, make this investment solution distinctive.

Alberto Tocchio
Alberto Tocchio
Portfolio Manager
Riccardo Quagliotti
Riccardo Quagliotti
Portfolio Manager

We are signatories of the PRI, Principles for Responsible Investment, the United Nations initiative which contributes to the development of an increasingly sustainable global financial system.

We are signatories of the Carbond Disclosure Project (CDP), the international non-profit organization that intends to contribute to the construction of a sustainable economy for people and the planet.

For more details about KIS Innovation Trends

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Disclaimer
This is a marketing communication for advertising purposes. Please refer to the Prospectus and the Key Information Document (KID) before making any final investment decision. These documents are available in Italian on the website www.kairospartners.com and at the registered office of Kairos Partners SGR S.p.A. (“Kairos”) and placement agents, also in a paper copy . A summary of Investors rights is available in both Italian and English at https://www.kairospartners.com/sintesi-dei-diritti-degli-investitori-it-en/. Past performance is shown net of expenses borne by the Fund and before taxes. Past performance does not predict future returns. The investment concerns the acquisition of shares in the Fund and not a given underlying asset which remains the property of the Fund. The investment implies a risk component, consequently, some or all of the originally invested capital may not be recovered. Exchange rates movements may affect the value of the investment and costs when expressed in a currency other than the investor’s reference currency. Information on the features of the Fund and general sustainability aspects (ESG) can be found at www.kairospartners.com/esg/, in accordance with Regulation (EU) 2019/2088. If the Fund is marketed in countries other than the country of origin, Kairos has the right to terminate the marketing agreements based on the withdrawal of notification process provided for by Directive 2009/65/EC.
The information and opinions provided herein do not constitute a public offer, nor a personalised recommendation. They do not represent a contract and are not prepared in accordance with a legislative provision, nor are they sufficient to make an investment decision and are not intended for persons residing in the United States of America or other countries in which the Fund is not authorized for marketing. The information and data are deemed correct, complete and accurate. However, Kairos does not provide any express or implied representation or warranty as to the accuracy, comprehensiveness or fairness of the data and information and, when they have been drafted by or derive from third parties, assumes no liability for the accuracy, comprehensiveness, fairness or adequacy of such data and information, although the sources used are considered to be reliable. When not specified otherwise, the data, information and opinions are to be deemed updated at the report date and may be subject to changes with no prior notice or subsequent communication. Any citations, summaries or reproductions of the information, data or opinions provided herein by Kairos must not alter the original meaning, nor can they be used for commercial purposes and must cite the source (Kairos Partners SGR S.p.A.) and the website www.kairospartners.com. Citation, reproduction and, in any case, use of the data and information of third parties it must occur, when allowed, in full compliance with the rights of the relative owners.

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