CCT Thematic Equity Fund Institutional Shares (THMEX)

Overview

The firm focuses on leveraging thematic investing strategies, primarily concentrating on equity securities. It invests a significant portion of its assets, at least 80% combined with any borrowings for investment purposes, into stocks. This strategic investment approach is driven by the identification and capitalization on long-term, secular trends that have the potential to disrupt the market and drive innovative changes across various industries. These trends or themes are recognized for their persistence and impact on the global economy, irrespective of the prevailing macroeconomic conditions.

Products and Services

• Equity Securities Investment

  This product focuses on investing in stocks or equity securities, employing a minimum of 80% of the firm's net assets, alongside any borrowed funds. The aim is to provide investors with the opportunity to capitalize on equity markets by directly investing in companies that align with the thematic trends identified by the Adviser.

• Thematic Investing Approach

  The firm's signature service involves a thematic investing strategy that seeks to identify and invest in powerful, secular trends, disruptive innovations, and significant economic forces. This approach is designed to recognize themes that are expected to have a long-term impact on the world, offering an innovative way for stakeholders to invest in the future.