DGC – Quality Trends
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Fund profile
DGC Quality Trends allow to benefit of the superior growth prospects offered by major long-term mega-trends. DGC Quality Trends focuses on 4 “quality” trends with secular growth in revenues and profits.
- Multi-thematic Global Equity fund
- Focus on “Quality” trends offering better growth prospects than the overall markets
- 4 core themes: Digital Revolution & Technology, Ageing Population and Healthcare, Emerging Consumer, Sustainability
- Portfolio Long-Term Growth (1-3 years) expected to be higher than the benchmark over time
Trend investing
- We currently live in a low growth environment
- Geographical investments are less relevant as companies are very international
- Sector investments are not so clear today. Is Amazon a consumer discretionary or an IT technology company?
- Thematic/trend investments are becoming more relevant nowadays
- We select trends with superior secular long-term growth prospects and companies producing above-average returns
Portfolio
- For each of the 4 main themes, we have identified sub-thematics with better potential.
- Digital Revolution & Technology: Artificial Intelligence, Semiconductors, e-commerce, Cloud & Cyber Security, FinTech
- Ageing Population % Healthcare : Medical technology, Pharmaceuticals & Healthcare services
- Emerging Consumer: Branded goods, Luxury goods
- Sustainability: Energy transition, Waste & Water
- Trend selection is dynamic, as new thematics constantly emerge
Valuation
- As Warren Buffet said, we prefer “to buy a wonderful company at a fair price than a fair company at a wonderful price”
- Quality companies: Expected revenue growth higher than the average market for many years. Portfolio Long-Term Growth expected to be 14.4% vs. 89.7% for the market (estimated EPS Y1-Y3)
- Growth at a reasonable price: Portfolio PEG is 1.53 vs 1.78 for the MSCI World.
- Low debt: Net Debt to EBITDA of the fund is 0.67 vs. 1.40 for the overall World equity index
Commitment to ESG
- Systematic ESG process
- We do not exclude any industry (best in class)
- We do not consider companies with a bad ESG rating
- We favour companies that make efforts to improve
Why invest in this fund ?
Last update
18.09.2025
- Exposure to 4 major global secular trends
- Superior growth prospects on the long term
- Diversification across 11 themes
- Active trend selection
- Focus on reasonably valued high quality companies
“ DGC - Quality Trends exposes investors to quality companies worldwide offering excellent growth prospects over the long term. ”
Angel Sanz, CFA
Fund Manager
Investment team
Angel Sanz, CFA
CHIEF INVESTMENT OFFICER, HEAD OF ASSET MANAGEMENT, MEMBER OF THE EXECUTIVE COMMITTEE
Pierre Mouton
HEAD OF LONG ONLY INVESTMENTS
Julien Baltzinger, CFA
PORTFOLIO MANAGER
Marie-Caroline Benoiston
SENIOR PORTFOLIO MANAGER, HEAD OF ESG
Maximilien Mestelan
EQUITY ANALYST
Maria Hernandez Sanchez
EQUITY AND ESG ANALYST