IDENTIFYING VALUE

 
 

Investment Process:

The strength of our investment process lies in the deliberate and well balanced combination of various investment concepts into one holistic construct.

Concept

  • Value Investing based on fundamental data
 
  • Exclusion of Emotions
 
  • Exploiting the advantages of equal-weighting strategies vs. capitalization-weighted strategies
 
  • Risk control on portfolio level, avoidence of bulk risk
 
 

Implementation

  • Implicit consideration of a substantial Margin of Safety, focus on free cash flows
 
  • CHICCO, our rigorous, systematic and transparent stock selection process
 
  • Equal-weighting on stock and country level respectively
 
  • Avoidance of unnecessary concentration (Global Portfolios can include approx. 200 stocks)
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