Thematics AM is a firm fully dedicated to thematic investing, with partners who have been pioneers in the field.
Thematic investing enables investors to link their vision of the world and its evolution directly to their investments. Applying a thematic lens to investing helps home in on tectonic shifts shaping tomorrow’s world, affecting companies as well as the flow of money.
EUR 3 bn under management
8 thematic strategies
Source : Thematics Asset Management as of August 31, 2022
At Thematics AM, we use a thematic lens to look at the world in our quest to generate sustainable risk-adjusted excess returns over the long-term.
Four major pillars define our philosophy.
Discover our Values
Thematic investing is intended to achieve a targeted and precise exposure to the entire value chain of an enduring theme with growth prospects. Investing today in tomorrow’s winners cannot be done without opting for an active rather than passive approach to investing.
With an alignment of interests allied to an openness to client dialogue, we place equal value on all clients and believe that integrity and transparency will lead to long term results.
Having been established as an entrepreneurial venture by the founders, it is important that all employees find support for the development for new ideas.
We believe that innovation goes hand-in-glove with entrepreneurship, and feel that innovative ideas, where appropriate, should be developed.
We believe that by extending our sector-specific expertise into other areas of our business, and by maintaining high standards in all our activities, that we can foster an environment of excellence.
Meet our team
Our team is dedicated to providing a high-quality and personalised service.
Nolan HoffmeyerCo-Manager of Thematics Subscription Economy strategy
Mohammed AmorPresident & CEO
Pierre-Alexis FrançoisCo-Manager of Thematics Wellness strategy
Arnaud BisschopCo-Manager of Thematics Water strategy
Alexandre ZillioxCo-Manager of Thematics AI & Robotics strategy
Matthieu RolinCo-Manager of Thematics Safety strategy
Walid Azar AtallahCo-Manager of Thematics Subscription Economy strategy
Updates from our blog
Will AI Change the Workplace Forever?
Artificial Intelligence (AI) is set to be one of the foundational technologies of the 21st century. The longer the timeframe, the more extravagant the predictions of its impact can be. But what if we narrowed the lens and considered what it promises for our workplaces within this decade?
Biodiversity and Water... Two Sides of the Same Coin
Why does biodiversity matter and what role does water play?
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