INSIGHTS

News

  • [Value Insights]

18.07.18 – The last decade and specifically the first six months of 2018 have been an atrocious period for value investors. The one man’s loss is another man´s gain; to no surprise ...

  • [Market Commentary]

15.12.17 – Over the last couple of months, we have repeatedly seen an increasing cluster of Japanese stocks qualifying within our systematic and holistic investment process ...

  • [Value Insights]

24.10.17 – During the industrial revolution, machines started to replace physical labour and as a consequence we have thereupon focused on what sets us apart: the human mind and its potential for creativity ...

  • [Value Insights]

28.07.17 – As discussed in our latest performance update, we are convinced that active management will deliver value-add throughout time for the patient investor ...

  • [Value Insights]

30.04.17 – A controversy in the investing community which has been around for decades and is still unresolved is the active vs. passive equity investment debate ...

  • [Value Insights]

30.11.16 – The year 2016 was, more than others recently, very much characterized by political decisions around the globe which led to significant changes of investor expectations and levels of uncertainty ...

  • [Value Insights]

Uncertainty is a constant when it comes to investing as well as in life. It is simply impossible to account for all known unknowns and unknown unknowns ...

  • [Value Insights]

01.08.16 – Over the last couple of decades, instantaneous data and company reporting have become a commodity in the financial industry ...

  • [Value Insights]

29.04.16 – Every thoughtful investor should reflect on his own investment philosophy from time to time. This typically happens when his investment approach has been challenged by the market ...

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