Fencer
Thematics人工智能及機械人學基金
投資於在人工智能及機械人技術方面具領先優勢,並逐漸改變我們生活方式的企業,務求解鎖當中的增長動力。
Collective Views: Liberation day, tariffs, market volatility
觀點匯聚:解放日、關稅及市場波動
我們匯聚投資專家觀點,探討美國關稅「解放日」引發的市場震盪所帶來的影響及後果。(只供英文版)
關於我們
Loomis Sayles

Marine Dubrac

Portfolio Manager

Thematics Asset Management

Marine has over 5 years of experience focused on the consumer industry with both fund manager and analyst positions. Prior to join Thematics AM, Marine worked for more than 4 years at Candriam Asset Management (Brussels) managing two funds, the Eur 300M Belfius Leading Brand fund, focused on major and future consumer brands & mega trends, and the Eur 150M newly lunched Belfius Belong fund, focused on better and healthier ageing. Marine began her career as equity analyst at Rothschild & Cie and at Sigma Gestion (venture capital fund) in Paris.

Marine graduated from University Paris Dauphine master’s in finance, she earned CFA Level II.

Thematics Asset Management

Thematics Asset Management is a dedicated equity investor in innovative thematic strategies, which include Water, Safety, Artificial Intelligence & Robotics, the Subscription Economy and Wellness.