We have developed five principles used in our investment decisions. Together they make up the Flossbach von Storch Pentagram - our investment strategy.
The rational allocation of assets to various asset classes has long-term potential for capital appreciation and offers the best protection against real, sustained losses.
We focus on the substance of an investment, the long-term returns generated by that asset and above all the predictability of those returns.
For us, flexibility means having the manoeuvrability to develop investment ideas, as well as sufficient liquidity to be able to implement those ideas.
Excessive debt is the most frequent cause of bankruptcy for companies and entire states. It also entails the loss of assets.
The price is what you pay, value is what you get. Equities from top-quality companies justify a higher valuation than equities from average companies.
The roots of our company lie in private wealth management. The focus on absolute returns, taking into account all asset classes, is reflected in our mutual funds.
We are an owner-led company that is not subject to the constraints of a corporation or a bank. In short, we are able to consistently implement our ideas.
Our investment strategy is based on our own fundamental macro view of the markets. To evaluate individual investments we have developed in-house analysis tools that have proven themselves in the long term.
Multi-Asset has been our approach since 1998, offering investors an easy way to invest in quality. By investing in different asset classes, fluctuations are mitigated. The aim is to generate a positive return against the backdrop of the respective opportunity and risk profile, depending on the investment strategy and horizon.
To meet different investor needs, we offer six multi-asset funds with different risk classes.