Sturgeon Ventures and RoboCap Launch

Originally published on 05 January 2016

One of the world’s first pure play robotics funds has been launched by regulatory incubator Sturgeon Ventures and investment adviser RoboCap. The RoboCap UCITS Fund (the ‘Fund’) will give investors the opportunity to take part in the industrial revolution being driven by the advent of robotics and automation technology; from 3D printers in manufacturing to high precision surgical robots, fast-developing companies are emerging in this new sector with strong sales and earnings growth.

Jonathan Cohen, Managing Partner, RoboCap, commented: “Robotics and automation are creating disruptive changes in every single industry. But we are now at an inflexion point because the cost and performance of robots and the average wages in manufacturing are now converging.

“The technology is improving daily so now is the time to invest yet there are few vehicles that enable investors to benefit from the sector. But as interest grows, there will be a need for specialist advisers giving access to future industry leaders. Our aim is to become the leading investor in robotics and automation listed stocks, delivering the best risk-adjusted returns for investors.”

Robotics and automation stocks have performed three to six times better than general equity indices with over 17% internal rate of return over the last 10 years.1 The market for robotics and automation is estimated to reach over US$ 10 trillion by 2025.2

Seonaid Mackenzie, Managing Partner at Sturgeon, commented: “Many investors are vexed as to where they can achieve returns in markets that seem to be overstretched around the world. But alpha is potentially achievable if investors focus on the right themes. We have certainly seen investors increasingly adopt a thematic approach in their search for alpha.”