null Mobility Innovation Equity

Mobility Innovation Equity

Active Equity Thematic Global
  • Benchmark Custom Index
  • Inception Date February 2018

Strategy Overview

The Mobility Innovation Equity strategy offers investors exposure to the development, adoption and integration of the soon-to-be ubiquitous technologies associated with a new era of smart mobility.


The strategy seeks to generate returns through a disciplined, concentrated equity portfolio that benefits from investment opportunities in the mobility innovation segment. We leverage a collaborative team-based approach that maximizes the firm’s fundamental and quantitative research capabilities.


The portfolio holds approximately 50 positions invested in the future of all things mobility. As autonomous and electric vehicles rapidly move from concept to reality, companies are strategically positioning themselves to benefit from the next disruptive technological revolution with impacts across society and our daily lives.

We group the broad opportunities into four sub-themes: Connectivity, Autonomous Vehicles, Sharing and Electrification. This allows the strategy to seek opportunities in areas such as data analytics, 5G networks and other beneficiaries of the mobility trend.

The team is supported by our highly experienced and dedicated research analysts who have been following the evolution of mobility for several years. We have continued to evaluate the many industries impacted by this trend and are invested in companies we believe will benefit from this technological revolution.

Our investment process seeks to leverage the fundamental ratings of our Global Research team. We also utilize the quantitative rankings of our alpha models to optimize the portfolio holdings within the framework of our fundamental decision making.

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Please note that all investment strategies involve risk.