Description - Strategy (Eurozone)
The "Euro" 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 "Euro" investment universe only includes member countries of the European Monetary Union. Our modular approach allows for client-specific customization of regional and/or country allocations.
List - Characteristics (Eurozone Equities)
|MSCI EMU Net|
|Investment Style:||Value, active, bottom-up|
Number of stocks in portfolio:
|Use of derivatives:||no|
|Negative lists, SRI-Screens: ||can be implemented|
|Minimum investment:||EUR 50m (segregated mandate)|
Performance Composite (Gross of fees):
Legal note - Performance below tables (Eurozone)
Past performance of financial instruments is no guarantee of future results.