Our primary objective is to preserve the assets of our clients and generate attractive long-term returns. We pursue an absolute return strategy. This is why we do not align ourselves to any benchmark. For every investment decision the risk-reward ratio is decisive.
Even if potential profits compensate for the possible risk of loss, we cannot fully avoid risks, but instead understand them as much as possible. In our view, price volatility is not bad. Provided nothing has changed in the assets underlying the company, a lower entry price means lower risk, because it increases expected returns. We think like prudent business people: the profit is in the purchase.
An accurate assessment of potential returns requires an in-depth understanding of one's investments. Each year we conduct over 300 meetings with companies – in Europe, the USA, China, Mexico, Brazil and India. As one of the largest independent asset managers in Germany, Flossbach von Storch now has access to boardrooms of large international companies.
Only investments that meet our quality requirements become part of a portfolio at Flossbach von Storch – and only then if the price is right. Specially developed analysis tools help in assessing the value. Investment decisions are made undogmatically. If the stock of a company is too expensive, we may consider its bonds. Our portfolio managers and analysts work in an interdisciplinary manner.
Investors should have patience, trust and a long-term investment horizon. Our investments are not made for short time frames, because stock exchange moods and associated price fluctuations are too dominant and unpredictable over the short-term, making investment outcomes random. In our view, investors therefore simply have to accept price fluctuations in order to protect their capital and achieve attractive long-term returns.
Information regarding limited distribution
The English translation is only for the purpose of convenience.
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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.