What's New In Investments, Funds? - Affiliated Development, Ned Davis Research

Editorial Staff

25 November 2020

Affiliated Development
A family office in Florida and a number of pension funds are backing an impact investing fund concentrating on multi-family housing in South and Central Florida. The fund is run by has launched its Thematic Opportunities Strategy, designed to beat markets by tapping into big themes centered on technology, demographics and global shocks.

Current theme examples include COVID-19 recovery, clean energy, cloud software, cybersecurity, 5G, fintech and electric vehicles.

NDR reviews trends to find the highest-conviction investment themes, and recommends ideas to asset managers and wealth managers based on NDR's favorite stock, ETF or basket of stocks.

"The Thematic Opportunities Strategy came about organically as a reaction to client feedback," Bashar AL-Rehany, Ned Davis Research chairman, said. "In a recent client survey, over 50 per cent of respondents suggested they were interested in a thematic opportunities strategy from NDR.”

The recommended themes are investible and can be implemented by using NDR's unique concentrated portfolios of 10-15 companies or a thematic exchange traded fund.

Pat Tschosik, senior portfolio strategist at Ned Davis Research, added: "We launched Thematic Opportunities with an initial focus on 'Tech Titans,' giving investors insight on the largest, fastest growing technology companies driving the market, including Apple, Salesforce and Adobe.”

Besides its headquarters in Venice, Florida, NDR has offices in New York, Atlanta, Boston, San Francisco, London and Hong Kong.