Investment Process
In which way your wealth is divided on the different investment opportunities, will be reflected in the investment strategy, which is based on a long term risk/return expectation.
A prudent diversification of asset classes, markets, currencies and management styles enables a low volatility of the portfolio in relation to returns.
Within our investment processes we follow our principles and adhere with a practice of discipline, patience and continuity.
A further fundament apart from the allocation of asset classes, are the investment themes of the future. We identify investment themes, consider them in our investment strategy and cover them through the respective asset classes.
We proceed as follows:
- We identify investment themes which, from our view, have long term potential.
- We analyse and define worldwide industries and companies that are dedicated for an investment.
- We analyse and select appropriate instruments, which best reflect the development potential of an investment theme.