RoboCap UCITS Fund
The RoboCap UCITS Fund is advised by a London-based investment team specialising in robotics and automation.
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.
RoboCap UCITS Fund
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. 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.
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RoboCap UCITS Fund
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