Latest Investment Themes Research
An Obermatt Investment Theme is a group of similar stocks, a little bit like a normal stock index. It differs by using a specific focus on an investment topic such as trending technologies or natural resources or ESG topics such as environmental, social and governance criteria to define stocks that belong to that group.
The rank value below is the weighted average of the individual company ranks in the investment theme. The rank indicates how well that investment theme fits the profile of a specific investment strategy. For example, a stock focus with an average rank of 65 for Growth means that it has a high proportion of growth stocks.
Investment Theme Research
December 2, 2021. Investment Themes research is updated annually. (Get Obermatt Stock Update)