“”We are looking for solutions,” (Co-Portfolio Manager) Thomas said. “We think that this is the part of the market that is likely to generate outsized returns going forward. It’s the part of the market that is leading in emerging technologies and disruptive business models. We would rather have pure-play exposure to the thematic rather than investing in ‘X’ bank because they’re the bank that’s leading from an environment perspective. Investing in ‘best-in-class’ companies because they are the ‘least bad’ in their field is not what we are seeking to achieve.”
