Description - Strategy (International)
The International 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 International investment universe includes developed as well as emerging markets with the exception of USA and/or Canada. Our modular approach allows for client-specific customization of regional and/or country allocations.
Upon client request, portfolio construction can also be implemented with our Unconstrained approach.
List - Characteristics (International)
|MSCI World ex US 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 - Traditional (Gross of fees):
Legal note - Performance below tables (International)
Past performance of financial instruments is no guarantee of future results.