Our offer for institutional investors

 

Fund overview

We offer our clients retail and institutional funds. We think across asset-class boundaries and invest in equities, bonds and alternative investments.

Funds overview

Added value

We have a wide range of services. We provide personal support and an investment concept that satisfies client requirements.

Institutional asset management

Multi-asset management

This is based on our own, high-quality research. To value individual investments, we use proprietary analysis tools that have proven themselves over the long term.

Our investment philosophy

 

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.

Sicht auf die Welt

World View

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FvS PentagrammDiversificationQualityFlexbilitySolvencyValue

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Anlageentscheidung

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.

Information regarding limited distribution


The English translation is only for the purpose of convenience.

The use of the institutional investors page of Flossbach by Storch is only permitted for institutional investors. The information provided in this area will be treated confidentially and is only intended for authorised third parties. The obligation to maintain confidentiality does not apply to information that is generally accessible.

The information contained in the website from Flossbach von Storch AG is intended solely for German investors whose residence, registered office or centre of administration is in Germany. The information contained herein is not intended for publication, use or distribution by any person in a country in which a fund is not authorised for distribution. In particular, the shares of this fund may therefore not be offered for sale or sold within the United States of America (USA), to or on behalf of US citizens, or to or on behalf of US persons residing in the USA. The content shown is for informational purposes only. In particular, it does not constitute an offer to sell, purchase or subscribe to other assets. In the event that a person, whose residence or office is located abroad, is able to access the website of Flossbach von Storch AG and the information contained within, Flossbach von Storch AG does not accept any guarantee or liability that the information contained complies with the relevant applicable legal provisions of the respective country.