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Our investment approach

Our investment approach is our unique selling proposition and our strength. This is confirmed by the returns achieved in different market situations in over more than 10 years. Our approach consists of 5 elements:

 

  • Differentiated economic analysis
    Our experienced team analyzes the global economic situation on the basis of a process that has been tried and tested for many years and is based on the information of global data from primary sources.
     
  • Identification of future trends and selection of sectors
    Our experts expect the highest growth rates for equities in the technology and healthcare sectors in the coming years. In identifying promising companies in these fields we focus not only on the analysis of financial statements, but give priority to gain a deep understanding of the relevant basis of their products and technology.
     
  • Systematic weighting of asset classes and currencies
    Good results can only be achieved through the correct weighting of sectors and currencies. We constantly monitor these and adjust them to the current market situation.
     
  • Optimized single stock selection
    In generating ideas, portfolio management follows a clear stock-picking approach. Both our internal quantitative and qualitative research and direct contact with potential target companies serve as the basis for our investment universe.
     
  • Customized portfolio selection
    Through our regular communication with you, we understand your needs and define your expectations. This enables us to implement your investment according to the agreed strategy.