Discovering hidden values

European Equities

      
 

European Equities

      

 

Strategy:

The European strategy is based on our value-oriented and systematic investment approach. Its foundation consists of our country-specific stock screenings (CHICCO) combined with fundamental analysis of all buy candidates. Portfolio construction is characterized by equal-weighting country-modules as well as single stocks within these modules in order to avoid bulk risks and achieve broad diversification.

The European investment universe includes developed as well as emerging markets. Our modular approach allows for client-specific customization of regional and/or country allocations.

 

Characteristics:

Benchmark:

MSCI Europe Net
Investment Style:Value, active, bottom-up

Number of stocks in portfolio:        

approx. 80-120
Currency hedging:no
Use of derivatives:no
Negative lists, SRI-Screens:   
can be implemented
Minimum investment:EUR 50m (segregated mandate)
 

Performance Composite (Gross of fees):

cumulated as of January 31, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
European Composite
27.30 %
78.39 %
98.24 %
455.13 %
MSCI Europe Net
15.96 %
54.84 %
59.86 %
161.84 %
Active Return (geom.)
9.78 %
15.21 %
24.01 %
112.01 %
cumulated as of January 31, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
European Composite
40.29 %
63.50 %
66.10 %
534.29 %
MSCI Europe Net
28.02 %
42.10 %
34.50 %
199.88 %
Active Return (geom.)
9.59 %
15.06 %
23.49 %
111.51 %
annualized as of January 31, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
European Composite
8.38 %
12.27 %
7.08 %
8.91 %
MSCI Europe Net
5.06 %
9.14 %
4.80 %
4.91 %
Active Return (geom.)
3.16 %
2.87 %
2.17 %
3.81 %
annualized as of January 31, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
European Composite
11.95 %
10.33 %
5.21 %
9.63 %
MSCI Europe Net
8.58 %
7.28 %
3.01 %
5.62 %
Active Return (geom.)
3.10 %
2.85 %
2.13 %
3.80 %

Past performance of financial instruments is no guarantee of future results.

 

European Funds:
Weitere Fonds:

Other Funds:
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