Slider 1 - Perle 2 Pfeile (engl.)

Slider 2 - Perle 3 Pfeile

Slider 3 - Perle 4 Pfeile


Investment Process:

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


  • 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


  • 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)
Back to top