The world’s population is getting older — and it’s creating significant investment opportunities, according to Pacific Asset Management’s Dani Saurymper. Join CNBC’s Arabile Gumede as he discusses with Saurymper how to play the long-term aging theme on Pro Talks . Saurymper manages the Pacific Longevity & Social Change Fund which not only invests in sectors such as pharmaceuticals and insurers, but also owns stocks across fitness and nutrition, hygiene and personal care, and even aesthetics and financials. The fund looks to tap themes that are “already investable with proven commercial viability,” including the “huge business opportunity” in the discretionary spending of the older consumer. Saurymper will discuss stocks including his top holdings: pharmaceutical firm AstraZeneca ; fitness wear firm Lululemon ; pet supplies retailer Pets at Home ; and travel services booking site Booking.com . Almost 60% of his fund is invested in large-cap stocks, and 58% is U.S.-listed. Saurymper joined Pacific Asset Management in 2021 after holding various roles at AXA Investment Managers, Barclays Investment Bank and Goldman Sachs. Join CNBC Pro Talks on Wednesday, June 21, at 12 p.m. BST / 7 p.m. SGT / 7 a.m. ET. Submit your questions here. Learn more from our previous Pro Talks: Tesla vs. BYD: Here’s why one fund manager prefers the Buffett-backed automaker Nvidia’s stock could rise fivefold in 10 years on A.I. trend, says fund manager Thinking of buying tech stocks? Here’s how to manage risk, according to a fund manager Related coverage from Pro: Here are the 9 global stocks that have raised dividends for 30 consecutive years Goldman Sachs is bullish on these 5 stocks in a corner of A.I. — giving one 140% upside Buy this cheap insurance giant with 9.2% yield, Bank of America says
The world’s population is getting older — and it’s creating significant investment opportunities, according to Pacific Asset Management’s Dani Saurymper.
Join CNBC’s Arabile Gumedeas he discusses with Saurymper how to play the long-term aging theme on Pro Talks.
Saurymper manages the Pacific Longevity & Social Change Fund which not only invests in sectors such as pharmaceuticals and insurers, but also owns stocks across fitness and nutrition, hygiene and personal care, and even aesthetics and financials.
The fund looks to tap themes that are “already investable with proven commercial viability,” including the “huge business opportunity” in the discretionary spending of the older consumer.
Saurymper will discuss stocks including his top holdings: pharmaceutical firm AstraZeneca; fitness wear firm Lululemon; pet supplies retailer Pets at Home; and travel services booking site Booking.com.
Almost 60% of his fund is invested in large-cap stocks, and 58% is U.S.-listed.
Saurymper joined Pacific Asset Management in 2021 after holding various roles at AXA Investment Managers, Barclays Investment Bank and Goldman Sachs.
Join CNBC Pro Talks on Wednesday, June 21, at 12 p.m. BST / 7 p.m. SGT / 7 a.m. ET.
