Thematic investing weaves insights into investments.
Thematic Investing involves capitalizing on powerful secular trends, disruptive ideas, innovations and economic forces that are constantly reshaping the world. Thematic investing builds portfolios of companies positioned to exploit these transformational changes and, just as importantly, avoids companies that will be disrupted by creative destruction.
“The strong basis for stock selection comes from whittling down the thousands of public securities around the world to a manageable group- identified through our thematic research. This screening process is perhaps the most important part of investing.”
1 Algorithm based on qualitative and quantitative data developed by Forbes/SHOOK Research. Awarded October 8, 2024 for data as of March 31, 2024. Chevy Chase Trust paid no application fee to participate.
2 Rankings developed by Barron’s using proprietary algorithms. Awarded September 16, 2024 for data as of June 30, 2024. Chevy Chase Trust paid no application fee to participate.
News & Noteworthy
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Chevy Chase Trust Ranks 10th on Forbes List of Top RIA Firms in 2024
As of October 8, 2024, Forbes has ranked Chevy Chase Trust 10th on the 2024 Forbes/SHOOK list of America’s Top RIA Firms. After […]
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Third Quarter, 2024
Click here for a printable version of the Investment Update. Stock indices reached new highs in the third […]
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Chevy Chase Trust Ranks on List of Barron’s Top 100 RIA Firms in 2024
Chevy Chase Trust is proud to announce its ranking on Barron’s 2024 list of the Top 100 RIA firms. This is […]
