Description - Strategy (European Equities)
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.
List - Characteristics (European Equities)
|MSCI Europe 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 (Aktien Europa)
Past performance of financial instruments is no guarantee of future results.