Investing in Concepts not Conventions.
Most Wall Street analysts develop their expertise within a specific industry niche. The result: Few researchers look at the big picture—and even fewer know how to interpret it.
Thematic investing at Chevy Chase Trust looks at the investable idea and how it can influence technology, corporate performance, multiple industries, and the economy.
Our teams look beyond size, sectors, and geography to focus instead on powerful global themes. In doing so, we can identify the disruptions that are most likely to have a profound and lasting influence on corporate performance.
Learn how–and why–our investment portfolios are built on thematic research:
Download the white paper here.
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Want to learn more about our proprietary thematic investment strategy? Let’s talk.
Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.
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