New Era ESG is a thematic equity fund of the Luxembourg-registered Kairos International Sicav.
The product invests in listed equities issued by international companies that will benefit from the structural changes in habits induced by the Covid-19 pandemic and post-emergency management. The investment is focussed on three macro themes – Health and Wellness, Environment and Data Society – selecting companies that respect a common philosophy based on attention to Intellectual Properties.
The management style is active and combines a thematic / sectoral bottom up and top down analysis, while the strategy is long only. Fundamental analysis and stock-picking activities represent the main strength of the management team, able to generate and intercept the best investment ideas on the market.
Recording date December 2020
Thematic equity fund denominated in Euro
Active management style combining bottom-up and thematic/sectoral top-down analysis. The strategy is long only
Focused on the global stock market
Achieve capital appreciation in the medium to long term by incorporating ESG criteria