Royal London Asset Management
Royal London AM Global Equity Transitions Fund
Global
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 2 investment theses and positions in 2 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Royal London Asset Management for every strategy.
Its investment theses
- NebiusJun 2026Nebius is an AI infrastructure and cloud company whose underappreciated full-stack platform is validated by large contracts and offers exposure to a very large market.
- QualcommJun 2026Qualcomm is transitioning from mobile chips toward autos and data centres, with the market underestimating its growth avenues and on-device AI energy savings.