Robocap is a London-based fund that targets investments in Robotics, Automation, and AI sectors. It was founded in 2016 and is led by the CIO, Jonathan Cohen. The cornerstone of the investment strategy is to invest in ‘pure-play’ stocks. This translates into having at least 40% of sales coming from Robotics, Automation, and AI markets.
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These sectors are fast-growing, and some of their products include drones, healthcare robotics, autonomous vehicles, 3D printing, logistics, semiconductor automation, enabling software, and numerous applications of AI tech.
While the total market for those sectors is composed of about 350 names, the fund aims to invest in 25 to 40 from that list. The holding period...
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