Quality is key
The capital markets can be turbulent at times. Unexpected news, new trends or crises can influence stock prices and can cause fluctuations in the value of investors’ portfolios – at least in the short term. In the long term, however, share prices generally follow the development of a company’s underlying business. That’s why long-term investment success depends on investing in companies with the potential to succeed – even in challenging conditions. This is where we come in: with an investment team of more than 30 analysts and portfolio managers, we examine every single investment idea very carefully before investing. We do not follow trends or indices but form our own opinions. Quality is our priority!
Our approach
We assess the quality of a company by analysing its competitive position, growth potential, financial strength, and the performance of its management team. From this, we derive key performance indicators. But future prospects are only part of the equation – market valuation is equally important.
Does the current share price reflect the long-term value of the company? Is the stock undervalued or overpriced? A good company is not automatically a good investment.
To ensure that we don’t overlook anything, we follow our five investment principles – these have proven their worth over the years and help us make the right decisions in our sometimes hectic day-to-day work.
Investment responsibly
A company can only be successful in the long term if it serves its customers well, treats its employees and business partners fairly, invests sufficiently, pays taxes and does not cause any damage to the environment. Ecological and social responsibility are fundamental prerequisites for long-term economic success. All our investments undergo a thorough in-house fundamental analysis to assess their quality. As part of this process, we evaluate environmental and social factors as well as standards of good corporate governance.
What we offer
Multi-Asset-Funds
Broadly diversified multi-asset strategies offer a wide range of return opportunities.
Equity funds
Our investment team carefully selects all equities and actively manages the funds.
Bond-funds
Bond funds offer appropriate earnings opportunities - with moderate risks.