M Sport Solutions SRI, a thematic equity fund with the objective of investing in international companies fully exposed to the sport and wellness sectors, is celebrating its second year. The sport and wellness economy is a major societal challenge for the coming years and is perfectly in line with the United Nations SGD 3, 12 and 11.
The sports and wellness sectors, a market estimated at 4,500 billion euros, are structurally growing at a rate almost twice that of global GDP growth. We believe that this dynamic should continue thanks to growth relays in all the segments that make up this market.
The Covid phase is acting as an accelerator in the sports and wellness market. This acceleration has been reflected in an increase in individual sports practice, a growing attention to diet, an increasing digitalisation of content and practices and the emergence of eSports, which has been added to the traditional sports offer.
We are all familiar with equipment manufacturers such as Nike, Adidas, Puma but there are just as many players in this investment universe, such as Lululemon, MIPS, Electronic Arts divided into three main vectors:
► Sporting Goods & Equipments
Distributors and manufacturers of sporting goods and equipment.
annual growth of the global market expected to be +7% over 2018-2023e
► Healthy & Active Lifestyle
All the solutions that enable a better and healthier life.
30 million bicycles sold every year in Europe by 2030
► Sport Business
All the players in the sports and e-sport economy.
eSport estimated to grow by +15% per year over 2018-2023e
Within these vectors, M Sport Solutions SRI aims to select companies that combine purity with regard to the theme and prospects for value.