Process

Our investment processes are built on a uniform basic structure. Quantitative methods are applied to process fundamental information on companies and markets, delivering performance forecasts – generally using a ‘bottom-up’ approach focusing on single issues. The relevant input factors used comprise financial statements, equity valuations, investor sentiment, and macro-economic factors. The weighting of the various factors is regularly re-calibrated, ensuring dynamic adjustment to market developments. Choosing a variety of balanced input factors ensures that the quality of forecasts remains stable. During the subsequent structuring of portfolios, performance forecasts are implemented in a risk-controlled manner, and with minimum transaction costs.

The successful track record achieved for investors reflects the disciplined and transparent implementation of our investment approach, which allows us to generate systematic additional returns, with controlled investment risks.