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Portfoliomanagement

Our special portfolio management results from the years of deep experience of our team and the creative thinking of the young junior managers. This is also reflected in regular awards and mentions by renowned magazines or platforms.

Overview customer segment

Fund of Funds Manager
Family Offices
Churches
Pension Funds & Provident Funds
Sparkassen & Volksbanken (german banks)
(Depot-A & Depot B)
Foundations & NGOs
insurance
free financial brokers
Company & Associations

This is what distinguishes our portfolio management:

years of
experience
structured
analyses
Quantitative
models
Scoring
-models

Investment strategies

Multi-Asset

This investment strategy invests on a broadly diversified basis and is used in particular for modern retirement provision. The focus is on global investments in equities, bonds and commodities to ensure attractive and stable performance.

Risk-Overlay

This investment pursues strategic risk limitation through futures contracts. For this purpose, a defined budget is reallocated to a special asset separate from the portfolio. Risk management bases its hedging decisions on previously defined risk ratios.

Value protection

Value protection can have different initial situations as the ground load for individual investment approaches: Solutions for pension schemes, consistent returns to cover benefit obligations, funding of pension commitments and investments of free capital. The basis of value protection are customized and rule-based asset allocations.

Absolute Return

This investment strategy is not based on a benchmark, but is measured only by the requirement to never suffer losses. The goal is to be able to take profits within the shortest possible time and thus generate high returns, whereby interim price fluctuations are to be expected.

Investment process

01 Increase in value02 Value creation03 Recoverability04 Evaluation
Stock selection

Identification of growth sectors and shares with potential for increasing enterprise value

Value is created through high earning power (cash flow return, return on equity)

Solid financial statements (goodwill/EK, depreciation/amortization/investments, EBIT/debt)

Ratio analysis (EBIT/EV, free cash flow yield)

Bond Selection

Identification of bonds in states with potential for value enhancement

Value creation occurs through growth and reduction of imbalances (current account, foreign exchange reserves, government budget)

Healthy structures (maturity and currency structure) and share of foreign investors

Analysis of Purchasing Power Parity and Real Interest Rate

Your contact persons for institutional customers:

 

Uwe Eilers
Board of Directors
Institutional Customers