Innovation World Large Caps by AMG
Fund size USD 57.3m
The equity fund invests globally («developed markets» only) in listed companies with above-average innovation efficiency. The fund invests across sectors, excluding «utilities» and «financials». The investment process consists of a two-step procedure. In a first step, the innovation efficiency of the companies in the investment universe is measured and compared using a scientifically based quantitative method. In the subsequent step, the portfolio is constructed by selecting around 30 stocks on the basis of our own fundamental analysis.
Birgit Heim looks back at the first half of 2021 and gives an outlook for the second half of the year.