RUT – The Rising Investment Theme of the New Defense Economy and Autonomous Industries

For many years, the global technology agenda was shaped by narratives centered on artificial intelligence, software, and data. However, in the last five years, it has become clear that the dynamics truly transforming the world are emerging from sectors that are far more tangible, more strategic, and often progressing quietly.

For many years, the global technology agenda was shaped by narratives centered on artificial intelligence, software, and data. However, in the last five years, it has become clear that the dynamics truly transforming the world are emerging from sectors that are far more tangible, more strategic, and often progressing quietly. Defense technologies, robotic automation, and the space economy now rank among the top priorities for both governments and the world’s largest corporations. Growth in these areas is not merely technological progress; it has become a new determinant of economic security, supply chain sustainability, and global competitive advantage.

BV Portfolio’s Robotics and Space Technologies Variable Fund (RUT) offers an investment approach positioned at the center of this transformation. Unlike traditional technology funds, its focus is not on short-term trends but on sectors experiencing structural demand growth. As global defense spending continues to rise each year, robotic automation shifts from being a productivity tool to becoming a necessity, and space technologies evolve into the backbone of the data economy, the Robotics and Space Technologies Variable Fund (RUT) provides access to a multilayered technology universe.

Today’s defense technologies are no longer perceived solely as military products; they encompass a broad innovation domain ranging from sensor architectures and command-and-control software to radar systems and high-precision imaging technologies. One of the most notable characteristics of this sector is that demand remains relatively stable and less sensitive to economic fluctuations. Governments’ multi-year budget planning, large-scale order backlogs, and long-term contracts position defense companies more securely within the technology ecosystem. The companies included in the Robotics and Space Technologies Variable Fund (RUT) offer investors more predictable income structures, especially in a period marked by increasing geopolitical uncertainty.

On the robotics side, a transformation influenced more directly by economic dynamics comes into focus. As production costs rise globally and access to skilled labor becomes increasingly difficult each year, automation in factories is no longer optional—it has become an indispensable component of sustainable growth. The robotics companies included in the Robotics and Space Technologies Variable Fund (RUT) represent not only industrial robot manufacturers but also the broader technological infrastructure spanning semiconductor testing systems, in-factory sensor networks, and AI-powered automation software. Today, this field defines not only production processes but also the foundational elements shaping competitive advantage in global trade.

The space economy represents the fund’s longest-term yet fastest-growing theme. Commercial satellite networks, high-resolution imaging systems, global data communication, launch services, and on-orbit servicing technologies are no longer limited to a handful of companies. Sectors ranging from agriculture to logistics, finance to energy, now operate in dependence on space-based data flows. By providing access to global companies that build and manage this next-generation infrastructure, the Robotics and Space Technologies Variable Fund (RUT) connects investors with one of the most strategic technology fields of the future.

One of the most important features of the Robotics and Space Technologies Variable Fund (RUT) is the resilience and vision created at the intersection of these three areas. As rising labor costs drive robotic demand, expanding data needs fuel the growth of the space economy, and geopolitical developments shape defense technologies, the fund stands out not just as a technology fund but as a thematic basket shaping global power dynamics.

In today’s fast-evolving investment landscape, short-term trends often dominate the conversation, but enduring value primarily emerges in long-term structural transformations. For this reason, the Robotics and Space Technologies Variable Fund (RUT) holds a prominent position by offering early access to the technologies of the future while also providing a more resilient structure against macro risks. When defense-driven growth, the inevitability of automation, and the commercialization of the space economy converge, the resulting outlook presents one of the clearest investment narratives of the coming decade.

In this sense, the Robotics and Space Technologies Variable Fund (RUT) distinguishes itself from the short-term noise of the technology world and places its investors at the center of a transformation that is silent, yet profoundly reshaping the world. For those seeking to approach the sectors that will define global competition in the next ten years with a long-term perspective, the Robotics and Space Technologies Variable Fund (RUT) offers a strong starting point for that journey.