Food Technology

In the face of continuing population growth, limited land base, and slowing input growth, farms globally must continue to do more with the same resources.

With Farm Productivity Enhancement being the focus, our exposure is through Food Innovation, Water Management Assets, Farming Automation, Logistics, and Supply Chain Automation, Internet of Things, Big Data, and Analytics.

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Contactless Economy

Catalyzed by the COVID-19 pandemic, there are dramatic shifts in our consumption behaviors, and in how work gets done. Geographic proximity loses its allure and in fact, at times becomes a cost or health hazard. Productivity is found to be higher in teleworking, teleconferencing, telehealth, and distance learning. A digital economy supported by artificial intelligence where the preferred mode of payment is non-cash, and a preferred mode of shopping is online.

Key enablers such as bandwidth provider, cloud-based platforms and applications, and structural winners advancing faces in contactless payment, e-commerce, teleworking are our focus.

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Sustainability: ‘Essential Technologies’

We believe every investment has to also have the purpose of doing well for the planet and all the lives inhabiting it.

Guided by the 17 UN sustainable development goals (SDG) and their 169 associated targets, each portfolio holding must correspond to at least one SDG.

‘Essential Technologies’  are those technologies that enable and expedite the achievement of SDGs, particularly those related to Water & Sanitation, Information & Communication, Medical Devices, Pharmaceuticals, Agriculture & Nutrition, Energy and Transportation.

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New Economy Dividend Equities

New-age dividend investing goes beyond traditional old economy dividend sectors. It explores elite dividend payers also in new economy sectors of Technology, Industrials and Consumer Discretionary. Selection favors dividend growth and sustainability vs. currently high dividend levels.

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