Enabling a better tomorrow

Driving innovation with investment

Thematica is a FINMA-licensed collective asset manager based in Geneva, Switzerland. We manage a single, dedicated UCITS fund, Thematica – Future Mobility, focused exclusively on the electric vehicle transition and the full supply chain that enables it.

We are not generalists. We do not manage multiple themes. Every research relationship and every investment decision is directed at one question: where in the EV value chain does value accumulate next?

Our answer is built on supply chain analysis, mapping bottlenecks, identifying structural constraints, and investing ahead of consensus across the markets where the transition is moving fastest.

  • People first
    People matter to us. They make all the difference. We see this in the dedicated founders of the innovative solutions we invest in, in our co-workers’ tireless research and passion for our themes, and in our investors, who put their trust in our funds.
  • Future-focused
    We are dedicated to the long-term and investing in a better future. We don’t know what the future holds, but what we do now will impact future generations and how they live and prosper.
  • Always reliable
    We are professional and experienced. We believe in what we do, are dedicated to making real impact and committed to always delivering.

“Understanding supply chains is key to uncover opportunities before others and capture explosive growth”

Claes Orn, CEO

Founding legacy

Claes Orn founded Thematica in 2006 with a clear focus: dedicated, research-driven asset management for professional investors. In 2018, he established Thematica SICAV in Luxembourg to launch the firm's first fund, bringing that philosophy to a broader base of investors through a structure designed to capture the full opportunity of the electric vehicle transition.

That fund, Thematica – Future Mobility, has since received multiple industry awards for its investment performance.

With over 40 years of industry experience, Claes continues to lead Thematica with the same conviction he started with: that understanding supply chains is the key to finding value before the market does.

  • Founded
    2006

Team

Christophe Fischer, Chairman of the Board

Claes Orn, CEO & Board Member

Andreas Söderholm, Board Member

Hampus Orn, CIO & Portfolio Manager

Christina Riva, Head Risk & Compliance

Teresa van Tiel, Deputy Head Risk & Compliance

Myles Stott, Finance & Administration

In numbers

Thematica manages a concentrated portfolio drawn from an investable universe of approximately 250 companies, spanning five continents. One theme, one fund, and a single-minded focus on where the EV transition creates lasting value.

  • Funds
    1
  • Holdings
    32

Current open positions

We always welcome spontaneous applications from passionate people.

Send application to
career@thematica.com