We have developed five principles used in our investment decisions. Together they make up the Flossbach von Storch Pentagram - our investment strategy.
The future cannot be predicted accurately. For this reason, assets should be diversified wisely ‒ not only across different asset classes, but also within individual asset classes.
The intrinsic value of an investment depends on its quality. Hence, the attractiveness of the future potential of every investment should be thoroughly examined.
Flexibility is necessary to avoid losses and to take advantage of opportunities that may arise. Accordingly, the main proportion of an asset should be invested in very liquid assets.
High levels of debt make an asset susceptible to major losses. Therefore, borrowed capital should only be used in a well-measured way.
High quality does not necessarily promise attractive returns. Therefore, the fair value of an investment should always be compared with its price.
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.