Our identity
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
22 employees
Source : Thematics Asset Management as of August 31, 2022
Our philosophy
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.
Secular growth
Focused
Unconstrained
Responsible
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.
Client Centricity
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.
Entrepreneurship
Having been established as an entrepreneurial venture by the founders, it is important that all employees find support for the development for new ideas.
Innovation
We believe that innovation goes hand-in-glove with entrepreneurship, and feel that innovative ideas, where appropriate, should be developed.
Excellence
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 Hoffmeyer
Co-Manager of Thematics Subscription Economy strategyMohammed Amor
President & CEOPierre-Alexis François
Co-Manager of Thematics Wellness strategyArnaud Bisschop
Co-Manager of Thematics Water strategyAlexandre Zilliox
Co-Manager of Thematics AI & Robotics strategyMatthieu Rolin
Co-Manager of Thematics Safety strategyWalid Azar Atallah
Co-Manager of Thematics Subscription Economy strategyUpdates from our blog
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