Our main competitive advantage is our expertise in the analysis and valuation of valuation of financial assets, as well as their selection. The same expertise exists is in every one of our screening processes.
SELECTION PROCESS OF EQUITIES AND BONDS
Universe: 8,000 listed companies worldwide
Style selection:Intrinsic Value
SELECTION PROCESS OF MUTUAL FUNDS
Universe: 200,000 funds worldwide
Style selection: Intrinsic Value
We define five different risk profiles depending on the maximum level of their exposure to equities.
Through our own valuation models created from the experience gained in more than 25 years managing financial assets, we determine the amount of each optimal asset within the portfolio. Based on this, the financial assets of each class are chosen with the greatest potential for the desired goal in mind.
We are continuously monitoring the portfolio and carrying out a daily check of the portfolio positions. All positions are adjusted in accordance with the agreed objectives of the investment policy. If required, we adjust the portfolio according to market conditions.