Edmond de Rothschild Asset Management (EdRAM) has unveiled a new equity strategy designed to capitalise on the changing geopolitical environment and seize the resulting growth opportunities.
The EdR SICAV Global Resilience fund focuses on four themes: cybersecurity and defence; critical infrastructure; safety and protection; and, strategic resources.
The fund is a thematic play on companies that solve real-world problems and are structurally resilient in being able to absorb shocks, protect their value chains and remain indispensable, regardless of broader turbulence.