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Our Investment Process

Long-term global trends such as changing demographics, accelerating innovation and increasing wealth are shaping the world around us.

We invest into global trends and themes that we believe will benefit from these long-term changes. These are not passing trends or fads, but ongoing phenomena supported by independent evidence.

Our process is straightforward: instead of trying to forecast the next big thing, we prefer to invest in what is happening in world trends and themes. We don’t gamble on political events, economic outcomes or foreign exchange movements. We don’t use leverage, nor do we have geographical bias. Instead, we look for ways to gain exposure to these world themes, whilst carefully focusing on the price that we have to pay. 

We believe investing in funds that are exposed to long-term structural trends can lead to faster growth compared to the broader market.

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Why we invest this way

Thematic investing has a track record of delivering strong returns. We believe that carefully selecting businesses that are aligned with global structural trends is a robust way to achieve our aim of generating capital growth for our clients over the long term.

Trends and themes

Irrefutable trends are undeniable and unyielding forces that are shaping our societies, cities and the world around us. These include forces such as increasing wealth, technological innovation and changing demographics.

Increasing Wealth

No matter which way you cut it, there's never been a better time to be alive. Improvements in nutritional science and healthcare have driven life expectancy across the globe to new highs and, as a result, our population is growing. There are more of us than ever and we're richer too!

Technological Innovation

In 1965, Professor Gordon Moore wrote about the rapidly expanding processing power in computers, which doubled roughly every two years. Now dubbed Moore’s Law, his conclusion is often used to explain the rapid computing advances we’ve made in recent years.

Changing Demographics

Across the globe, people are flocking from rural areas to cities in a phenomenon known as urbanisation. Roughly 80% of the UK population now lives in urban areas, often initially drawn there by jobs or superior resources.
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Global Brands

This theme aims to harness the growing population by investing in consumer staples and consumer discretionary companies. The former represent predictable sales of small-ticket items you use every day, like toothpaste, while the latter account for luxury purchases like designer handbags. The emergence of a burgeoning and consumption-hungry middle class in Asia and parts of Africa is acting as a particularly strong tailwind for these industries as the newly wealthy seek Western brands as status symbols.

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Emerging Economies

Urbanisation is a costly and complicated process. Truckloads of raw materials must be poured into a developing city every day, while the resident population may not have enough skilled workers to keep up with production. This theme covers both the companies that help build our cities and those that serve the growing populations.

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Healthcare

As the population grows and ages, healthcare demand is rising. Our funds invest in myriad companies that aim to profit from these shifting demographics. In order to gain diverse exposure to healthcare, we own a combination of pharmaceutical companies that benefit from blockbuster breakthroughs and manufacturers that specialise in prosthetics and surgical tools.

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Technological Innovation

With perhaps the most wide-reaching mandate of all, the technology and innovation theme is very exciting. When evaluating candidates, we not only demand a track record of innovation and disruption, but also demand clear evidence of the potential to do so again in the future. We seek to buy industry leaders across the tech space, from the likes of blue chip service providers to dominant mobile phone manufacturers selling to the emerging middle class.

To help you visualise what your savings could be worth over time using our thematic investing process, use our simple calculator below.

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After an initial investment of £{{formatNum(initialInvestment)}} plus further investment of £{{totalInvestment}} over {{years}} years, by compounding your interest, your investment would be worth £{{result}}.

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This calculator is designed to be informational and as an educational tool only and when used alone, does not constitute investment advice. We recommend that you seek the advice of a financial services professional before making any type of investment. The results presented by this calculator are hypothetical and may not reflect the actual growth of your own investments. Investments can go down as well as up in value so you could get back less than you put in. Ravenscroft and its affiliates are not responsible for the consequences of any decisions or actions taken in reliance upon or as a result of the information provided by this tool. The calulation does not take into account your personal tax situation.

At the core of our business is a team who have been investing together for nearly 20 years.

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Sam Dovey

Group Head of Fund Research
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Bob Tannahill

Portfolio Manager
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Jamie Mourant

Senior Investment Manager
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Tom Yarwood

Junior Fund Analyst
The Team