Whoever decides to invest must make a choice.
Between the price and the value of an investment, between fashionable trends and sustainable business models, between opportunity and risk. This requires many years of experience, in-depth knowledge, constant willingness to learn, considerable resources and a process that brings this together.
As one of the largest independent asset managers in Germany, we focus on what we really can do: The intelligent management of the assets entrusted to us. With everything else, we consider it like Ludwig Wittgenstein: "What you can't talk about, you have to be silent".
Our portfolio managers have an institutional and multidisciplinary background. They have executed our unconstrained process skillfully across different market environments, managing equity, pension and mixed funds previously at various renowned fund management companies.
Our investment horizon is long-term.
Our investment strategy is free from any orientation towards market indices. The aim is to maintain value and an attractive ratio between risk and return. Exploiting market inefficiencies, both at the asset class and individual security levels, marks our path.