Discovering hidden values

Philosophy 

The firm’s investment philosophy can be described as value oriented and fundamentally driven. It draws much of its inspiration from the works of Benjamin Graham and Phil Fischer. We believe that value oriented fundamental investments form the basis of long-term asset growth and outperformance versus benchmarks.

"Our credo is to discover undervalued companies."

- Frank Lingohr -

Most of all, we are fundamental investors. Our credo is to discover undervalued companies. A diligent process that has been refined over many years keeps us focused on that task while controlling our emotions.

Our risk-averse investment approach is characterized by broad diversification and by applying an equal-weight approach in order to avoid concentration risks.

This philosophy is translated into a structured, rule-driven investment process across all equity products.

Concept:
Value Orientation

Implementation:
Margin of Safety

 

 

Concept:
Exclusion of Emotions

Implementation:
CHICCO

 

 

Concept:
Risk Diversification

Implementation:
Equal-weighting

 

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