null Internet of Things

Internet of Things

Active Equity Thematic Global
  • Benchmark Custom Index
  • Inception Date May 2017

Portfolio Managers

Strategy Overview

The Internet of Things strategy focuses on opportunities driving transformational change across connectivity platforms. Technology is at the epicenter of nearly all themes, regardless of sector, industry or geography. Robotics, Artificial Intelligence (AI), Future Mobility, and Factory Automation are just a few of the many investment themes that exist due to the emergence of technology, and more importantly, device connectivity also known as Internet of Things (IoT ). Without IoT, recent advancements including machine learning, data centers, sensing and communicating robots, autonomous vehicles, rain and soil sensors, smart thermostats and doorbells, and millions of connected devices around the world would not exist. In this context, IoT is at the center of almost all themes and technological innovation, creating and enabling a connected, efficient, faster, safer and better world. IoT is also the foundation of the infrastructure that enables "Remote Life." Due to its fundamental and enabling support for so many other themes, IoT is sometimes referred to as a "Theme of Themes."


The strategy seeks to generate returns through a concentrated equity portfolio that benefits from investment opportunities in the IoT space.


We follow a disciplined investment process that leverages the fundamental analysis of our Global Research team and the quantitative rankings of our alpha models. Fundamental research enables us to focus on individual securities that are modeled and analyzed for two years or more. Included in this analysis is significant work on non-quantitative attributes, such as management plans, execution, and product, intellectual property (IP), or business model uniqueness. Complementary to this, our experience in quantitative research and risk management allows us to optimize idiosyncratic risk and return at the portfolio level. This blend of quantitative and fundamental analysis maximizes the strengths of both disciplines. Further, we utilize a thematic classification framework designed around broad transformational trends across seven core themes: Consume, Move, Heal, Build, Secure, Renew and Connect. This platform approach to thematic classification provides us with compelling and dynamic universes with maximum beta to the themes to support the portfolio stock selection process.

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Please note that all investment strategies involve risk.