RoboCap is a thematic long-only equity fund which invests into listed stocks in Robotics and Automation. This fast-growing theme includes general automation, industrial, consumer and healthcare robotics companies as well as 3D printing, drones, autonomous vehicles, key components, enabling software, automated services and artificial intelligence.
A key differentiator in RoboCap’s strategy is that it aims to primarily invest into ‘pure-play’ stocks i.e. those which have at least 40% of sales generated from Robotics and Automation related end markets. The investment universe is about 150 stocks which come from a diverse range of sectors and countries. Of this this we expect to hold around 22-30 stocks at any one time.
The investment selection is based on fundamental proprietary research and analysis in cooperation with leading robotics experts. The Fund can use derivatives as a hedge overlay.
Jonathan Cohen is the CIO and Founder of RoboCap. He has... See all
Jonathan Cohen is the CIO and Founder of RoboCap. He has over 11 years of investment experience across asset classes with a specialisation in equities acquired at investment management companies and banks such as Goldman Sachs. He started his career as analyst and later held the titles of CIO and Senior Portfolio Manager. Jonathan holds a Masters degree in Management with a major in Finance from the University of St Gallen (HSG).
Heenal Patel is the Senior Investment Analyst of RoboCap... See all
Heenal Patel is the Senior Investment Analyst of RoboCap. He has over 14 years of experience in equity analysis in the industrials and automotive sectors. He began his career as UBS Global Asset management where he helped to run European industrial and automotive portfolios, before moving onto sell-side positions at DrKW and S&P Equity Research. He holds a degree in Economics and Finance from the University of Manchester.
Rich Mahoney – Director of Robotics at Stanford Resear... See all
The Next Industrial Revolution – Robotics and automation is having a disruptive impact on every single industry. This niche theme is growing exponentially and should represent about $10trn of economic value by 2025 according to McKinsey.
Return on Investment - Over the last 10 years, companies in this theme have, in average, annualised double digit returns with strong revenues and earnings growth without leverage. We expect to add value by selecting companies.
Skilled Team - The RoboCap Team combines the right skills and experience in portfolio management, equity analysis and technical knowledge to capture this unique investment opportunity.
MontLake Asset Management Ltd, 23 St. Stephen's Green, Dublin 2, D02 AR55, Ireland is licensed to provide Investment Management services to Professional Clients (including Collective Investment Schemes) by the Central Bank of Ireland.
MontLake UCITS Platform ICAV is an umbrella open-ended Irish collective asset-management vehicle with segregated liability between Funds formed in Ireland under the Irish Collective Asset-management Vehicles Act 2015 and authorised by the Central Bank as a UCITS pursuant to the UCITS Regulations.
The Manager of MontLake UCITS Platform ICAV is MontLake Management Ltd, a company regulated by the Central Bank of Ireland.
This website is directed mainly for professional and institutional clients who possess the necessary experience, knowledge and expertise to make their own investment decisions and properly assess the risk that it incurs.
Information on this website was obtained from various sources and the company does not guarantee its accuracy. The information is for your private use and discussion purposes only and expressed views and opinions may change.
The Performance figures quoted refer to the past and past performance is not a guarantee of future performance or a reliable guide to future performance. The value of your investment and their income may go down as well as up.
Your investment may also be subject to currency, interest rate, as well as market fluctuations. Consequently the Investor may not get back a sum equal to that he / she originally invested.
Investors should note that an investment in those Sub-Funds which may invest in emerging markets should not constitute a substantial proportion of an investment portfolio and may not be appropriate for all investors.
The Sub-Funds may invest in Over the Counter as well as Exchange Traded derivative instruments to enhance return or hedge against fluctuations in security prices or market rates as well as to short sell a security through the use of a derivative instrument. Transactions in derivative instruments involve a risk of loss or depreciation of capital due to adverse changes in security prices, exchange rates or interest rates or in the case of OTC instruments default of Counterparty. This investment may not be suitable for all types of investors. It is therefore recommended that you consult your investment advisor.
A commission or sales fee may be charged at the time of the initial purchase for an investment and may be deducted from the invested amount therefore lowering the size of your investment. The Investment Manager will be entitled to receive a performance fee as well as a management fee, calculated on a daily basis and paid quarterly by the sub-funds.
The Levels and bases of taxation are dependent on individual circumstances and subject to change and therefore it is highly recommended that you consult a professional tax advisor.