EVs are just going to win
At the beginning of this year, the headlines were all about a supposed slowdown in electric vehicle sales. EV sceptics — and there are plenty of them — claimed EVs were just a passing fad, that EV issues were insurmountable and that they’d never thrive without subsidies. The “EV revolution” was supposedly dead.
Fast forward a few months, and that narrative has crumbled. In fact, the writing is now on the wall: EVs are simply a much superior technology and will eventually replace internal combustion engines – as the always insightful Noah Smith points outs here.
We have been thinking the same for over a decade now. And that’s why our PMs have launched the first ever electric mobility fund in the world back in 2015.
Today, at Niche AM, they continue to manage a flexible electric mobility fund that provides exposure to the entire EV battery ecosystem, seeking to identify e-mobility players not yet recognised as such by the market, and betting on a potential re-rating.
Niche AM’s Electric Mobility Value Niche invests thus in this growth theme with a value approach, which helps avoid bubbles while reducing volatility and downside risk.
For further details on our unique Electric Mobility fund see here.
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This is a marketing communication intended exclusively for institutional investors. Refer to the Fund Prospectus & KID before making any investment decision.
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