Robeco launches Next Digital Billion fund to target internet companies across EM

Michiel van Voorst and Bryan Satterly are portfolio managers

Robeco has launched the Next Digital Billion fund, a strategy investing primarily in publicly-listed, local high-growth internet and technology companies across emerging markets.

The fund will pursue a high-conviction, benchmark-agnostic strategy with a portfolio of between 30 and 50 companies, diversifying within selected stocks across various sectors and geographies in order to optimise the strategy's overall risk-return profile. Michiel van Voorst and Bryan Satterly are the fund's joint portfolio managers. Robeco launches Paris-aligned climate fixed income strategies Mark van der Kroft, CIO fundamental and quant equity at Robeco, said: "Robeco's pioneering experience in emerging market and trends and thematic investing is at the core of the Next Digital Bil...