About

Powered by a thematic, bottom‑up approach to uncover under‑researched companies with strong fundamentals and growth potential across the global mobility and logistics value chain. Our goals is embedded in long‑term growth with a distinctive return profile grounded in the real economy.

Thematic Edge

Our approach is deliberately concentrated and distinct, reflecting a thematic process focused on high‑conviction best ideas across the mobility and logistics value chains.

High‑Conviction, Style agnostic

We focus on 35–50 stocks, combining attractive upside potential with strong risk/return characteristics, offering diversification and minimal overlap. We do not target a particular factor avoiding style and factor bias.

Pioneers since 1993

Pioneers since 1993. A proven, integrated process enhanced by Regnan’s proprietary ratings and engagement expertise.

The Story

Movement is the backbone of the modern economy, it is central to how the world functions, yet the way we move is changing fast. Around 15% of the world GDP is made up from global logistics & the delivery sector.

 

The automotive, transport and wider mobility market is undergoing a transformational social, technological and economic shift, fundamentally changing the way people and products are moved. Geopolitical realignments and aging infrastructure are redrawing global supply chains, creating powerful long‑term investment opportunities.

The Future Allocation System of the Global Economy

Trades Faster Than GDP Growth

Our Team

Co-managed by Senior Fund Manager Bertrand Lecourt and Fund Manager Saurabh Sharma, the team operates within a flat, collaborative structure that brings together complementary experience and expertise. Together, they also lead the Regnan Sustainable Water and Waste Strategy (launched 2021) and previously managed the Fidelity Sustainable Water and Waste Fund (launched 2018).

Bertrand Lecourt

Senior Fund Manager

Saurabh Sharma

Fund Manager

Insights

Regnan

2025 Outlook: sizing new trade order opportunities

Amidst significant geopolitical changes, the economy of transportation is entering a unique phase of opportunity. In this 2025 outlook, we see volatility ahead but an environment filled with significant upside potential. Fundamentals show a long-awaited recovery in transport for 2025, while the car construction industry faces a unique challenge. We see significant upside on valuation terms with earnings quality and sound balance sheets offering strong support.

View all insights

Related Funds

Regnan Sustainable Water and Waste is a thematic global high‑conviction strategy focusing on capital growth whilst investing in solutions to real‑world water and waste challenges.

Regnan Sustainable Water and Waste

Invests in companies across the water and waste value chains.

How can we help?

From our very first conversation to ongoing support, our teams of experts are here to answer your investment needs.

This is a disclaimer.

This is a marketing communication. The value of an investment and the income from it can go down as well as up and investors may not get back the amount invested. This may be partly the result of exchange rate fluctuations in investments which have an exposure to foreign currencies. You should be aware that past performance is no guarantee of future performance.