Investment philosophy
A clear, long-term oriented approach is central to our investment strategy. We primarily invest directly in stocks and bonds, while strategically utilizing funds for specific themes.
Quality over quantity
At the core of our approach is the selective investment in high-quality companies with transparent and solid business models. We only invest when we truly understand the company and its long-term value creation. Instead of following short-term trends, we rely on the sustainable strength and fair valuation of our holdings – in line with a long-term, values-based investment philosophy.
Our three guiding principles
Our investment decisions are fundamentally guided by three clear principles:
We invest in companies we understand
Only when we can comprehend a company’s business model and long-term prospects, we consider it a worthwhile investment.
We invest only when there is attractive valuation potential
Our focus lies on transparent business models, strong fundamentals, and valuations that offer an attractive risk-reward profile. We seek investments in companies that can generate sustainable earnings and whose market price is below their intrinsic value.
We invest for the long term
Our investment strategy is focused on continuity and sustainable growth. We are not aiming for quick profits, but for the long-term success of the companies in which we invest.
With this philosophy, we ensure that our investments not only deliver financial success but also lead to a responsible and sustainable portfolio structure that creates value over the years.