Last week, our Chief Investment Officer, Kirill Pyshkin, led a class of University of Cambridge Master of Finance students at Judge Business School, where he shared his extensive experience in developing and managing thematic investment strategies.
Thematic investing, as Kirill explained, is all about identifying the powerful, long-term trends shaping our future and translating them into tangible investment strategies. However, thematic equity funds can be volatile. This is why WELREX uses multi-asset thematics, which allow clients to invest in our geopolitical and macro views while reducing the volatility associated with pure equity.
Sharing these insights with the bright minds at Cambridge was a tremendous opportunity to foster a deeper understanding of this forward-looking approach. It was an honour for Kirill, an alumnus himself, to engage with the next generation of finance leaders at such a prestigious institution.
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