Developed and managed within DECALIA’s Asset Management platform, the innovation strategy builds on the firm’s long-standing expertise in active equity management and its proven ability to identify the leaders of all sizes which will shape the society of tomorrow.
Structural theme
Innovation as a driver of growth
Major changes in society create lasting needs that innovative companies can address with practical solutions.
DECALIA believes these transformations can support demand for many years, beyond the fluctuations of the economic cycle and that some companies will emerge as leaders in their respective fields.
Value creation can also be found in the companies that provide the means to innovate.
This conviction leads the team to examine entire value chains, including mid-sized companies that receive less attention but play an essential role in developing new technologies.
Artificial intelligence
The infrastructure behind adoption
AI-related demand supports a wide range of activities: semiconductors, memory, electronic components, optical networks, power supply and cooling. The team focuses on suppliers whose technologies play an essential role in this value chain.
Healthcare
Advances that improve care
AI adoption is changing companies’ software requirements. It can increase demand for development tools, infrastructure software and system protection, while challenging some existing business models.
Software & cybersecurity
Supporting new applications
Preventive diagnostics, precision treatments and robotic surgery address the needs of ageing populations and rising healthcare costs. The team seeks companies that can improve care and its cost-effectiveness, while remaining attentive to valuations.
Electrification & ecology
Improving efficiency and resilience
Grid modernisation, renewables and energy equipment also address the need for energy independence and reliable infrastructure. Selection focuses on the economic viability of both the solutions and the companies behind them.
benefits for investors
A global approach to innovation-led growth
Seven themes guiding research into technological, demographic and environmental transformations.
The people behind the strategy
about decalia
A Swiss independent investment manager
Fully owned by its management, with full alignment of interests: management co-invests alongside its clients in the same solutions. Regulated by FINMA.
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To discuss the innovation strategy with the team, or to receive more information, send us a message.
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Or write to us directly info@decalia.com.