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FOOD AND RETAIL SECTORS: INVESTING IN OPPORTUNITIES FROM THE DIGITAL REVOLUTION
29.05.2017
The “ultra-connected” Millennial generation and its new consumption habits are disrupting business practices of fast moving consumer goods companies. The digital revolution is now a major growth driver for all players in the food and retail industry, but not all of them will survive.
Françoise Lafitte, fund manager at Natixis Asset Management, has a selective and analytical approach for these value-creating opportunities. She has been investing in international listed FMCG* and retail companies for more than 20 years and favors an active conviction-led investment approach that does not seek to track a benchmark.