- Investment decisions based on clearly defined criteria and goals
- Priority of absolute over relative returns
- Constant monitoring of value development and checking against agreed targets
- Regular adjustment of the investment mix to reflect changing conditions
- Optimization of risk/return ratios
Investment Approach
Our Investment Approach
Investment decisions
Consistent use of stopp-loss orders and hedging techiques
Use of technical analysis for timing actions
Selections of investment instruments based on quantitative and qualitative analysis
Fundamental analysis of investement categories
Analysis of macroeconomic conditions:
country, industry and product allocation
- Wertentwicklung 1, 3, 5 und 10 Jahre
- Fonds im Vergleich zur peer group
- Kontinuität im Verwalterteam
- Nachhaltige Anlagestrategie
- Kosten (TER, Kauf, Verkauf zu NAV)
- Marketingaufwand im Rahmen
- Sektorenselektion (Länder und Themen)
- Fondsvolumen
- Renommierte Fondsgesellschaften