Dani Saurymper of Pacific Asset Management said the world’s population was aging and this was creating significant investment opportunities. Join CNBC’s Arabile Gumede as he talks to Saurymper about 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 like pharmaceuticals and insurance companies, but also owns stocks in fitness and nutrition, hygiene and personal care, and even beauty and financials. The fund hopes to tap “investable themes that have proven commercial viability,” including a “significant opportunity” in discretionary spending by older consumers. Saurymper will discuss stocks, including his major holdings: pharmaceutical company AstraZeneca; workout apparel company Lululemon; pet supply retailer Pets at Home; and travel booking site Booking.com. Nearly 60% of his fund is invested in large-cap stocks and 58% is listed in the United States. 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 12pm BST / 7pm SGT / 7am EST. Submit your question here. Learn more from our previous Pro Talks: Tesla vs. BYD: Here’s why one fund manager prefers AI trends where Buffett-backed automaker Nvidia’s stock could quintuple in 10 years, fund manager says Considering buying tech stocks? Here’s how to manage risk, according to one fund manager Related coverage from Pro: Here Are 9 Global Stocks That Have Raised Dividends for 30 Years Goldman Sachs Likes These 5 Stocks in a Corner of AI – Giving 140% Upside Buy Bank of America says the cheap insurance giant offers a 9.2% yield
Dani Saurymper of Pacific Asset Management said the world’s population was aging and this was creating significant investment opportunities.
Join CNBC’s Arabile GumedeWhen 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 like pharmaceuticals and insurance companies, but also owns stocks in fitness and nutrition, hygiene and personal care, and even beauty and financials.
The fund hopes to tap “investable themes that have proven commercial viability,” including a “significant opportunity” in discretionary spending by older consumers.
Saurymper to Discuss Stocks, Including His Major Holdings: Pharmaceutical Companies AstraZeneca; fitness apparel company lululemon; Pet supply retailers pets at home; and travel service booking sites reservation network.
Nearly 60% of his fund is invested in large-cap stocks and 58% is listed in the United States.
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 12pm BST / 7pm SGT / 7am EST.
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