A robust investment strategy

Our answer to zero-interest rates and a fragile world.

Position – the magazine from Flossbach von Storch

Prices are rising, especially in the USA. Is this only because of the Coronavirus pandemic - or is inflation returning in force after disappearing for years?

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Principles of our investment strategy

We have developed five principles used in our investment decisions. Together they make up the Flossbach von Storch Pentagram - our investment strategy.

 

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Investment World View

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FvS PentagrammDiversificationQualityFlexbilitySolvencyValue

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Investment decision

Diversification

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.

Quality

The intrinsic value of an investment depends on its quality. Hence, the attractiveness of the future potential of every investment should be thoroughly examined.

Flexbility

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.

Solvency

High levels of debt make an asset susceptible to major losses. Therefore, borrowed capital should only be used in a well-measured way.

Value

High quality does not necessarily promise attractive returns. Therefore, the fair value of an investment should always be compared with its price.

What we stand for

Multi-Asset Management

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.

► Our investment philosophy

Independence in thought and deed

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 company portrait

Our own analysis

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.

► Our macro view of the markets


Our investment strategies

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.