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Active investment strategy

Invest yourself or have someone else invest? This is a question that many investors ponder with. After all, passive index funds (ETFs) in particular make it relatively easy to invest in the capital market. But what are the advantages of actively managed asset management? How do professionals go about it and what added value can they offer?

Quality is key

The capital market can be turbulent at times. Surprising news, new trends or crises influence prices on the stock markets and can cause fluctuations in the value of investors' portfolios - at least in the short term. In the long term, share prices generally follow business developments. In this respect, it is crucial for the success of an investment to invest in companies that have the potential to be successful in the long term - against all odds. And this is where we come in: with an investment team of more than 30 analysts and portfolio managers, we examine each individual investment idea very carefully before we invest. We are not guided by trends or indices, but form our own opinions. Quality is our priority!

How we operate

We assess the quality of a company based on its competitive situation, growth potential, financial strength and management performance. We derive key performance indicators from this. But it's not just the future outlook that counts - the valuation on the market is just as important. Does the current share price reflect the long-term value of the company? Is the share cheap or overvalued? A good company is not automatically a good investment.

In order not to overlook anything, we follow our five investment guidelines - these have proven their worth over the years and help us to make the right decisions in our sometimes hectic day-to-day work.

Experienced team

We view the purchase of a share as a long-term investment into the company. Our approach follows the principle of “active ownership”: we keep a close eye on “our companies” and are actively committed to positive business development. But business models change, especially in times of major upheaval. For us, active portfolio management means continuously reviewing the long-term earnings potential of the companies we are invested in, weighing up opportunities and risks and adjusting the portfolio if necessary.

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 damage the environment. Ecology and social responsibility are prerequisites for long-term economic success. Our investments are checked for quality as part of our in-house fundamental analysis. As part of this analysis, we evaluate environmental and social issues as well as questions of good corporate governance.

More on sustainability 

What we offer

Multi-Asset-Funds

Broadly diversified multi-asset strategies offer a wide range of earnings opportunities.

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Equity funds

Our investment team carefully selects all equities and actively manages the funds.

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Bond-funds

Bond funds offer appropriate earnings opportunities - with moderate risks.

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