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European Equities

Summary of Investment Strategy

The European Strategy pursues our value-oriented and systematic investment approach. It is based on our proprietary stock selection process (CHICCO). The process combines a quantitative stock screening with a subsequent fundamental assessment of all buy candidates. The strategy focuses on identifying the most attractive companies across Europe.

An essential element of the portfolio construction is broad diversification by equal weighting selected stocks. This systematically diversifies opportunities and risks and avoids cluster risks.

Country allocation is based on the relative attractiveness of the respective markets or customer specifications. The sector allocation is derived indirectly through the fundamental, bottom-up stock selection process.

The modular structure enables tailor-made portfolios according to individual client needs and investment guidelines.

Investment Profile

Investment universe Approx. 700 European companies (Large/Mid Cap)
Investment style Value-oriented, active, bottom-up
Number of stocks in portfolio 80-100
Benchmark MSCI Europe Net (or similar)
Inception date January 1, 1998
Currency hedging No
Use of derivatives No
Customized ESG-screens, blacklists can be implemented
Available vehicles Segregated mandate (special fund), mutual fund, private wealth portfolios
Minimum investment (segregated mandate) EUR 25m

Portfolio Managers

The Global Equities Strategy is managed by the entire portfolio management team. This includes the quantitative screening as well as the individual stock selection process.

OUR TEAM

Performance Summary (Composite)

Annualized figures, gross of fess, in EUR (June 30, 2024)

  3 Years 5 Years 10 Years Since Launch (1.1.1998)
European Equities 8.56 % 7.11 % 4.93 % 7.42 %
MSCI Europe Net 7.44 % 8.44 % 6.74 % 5.39 %
Active Return 1.05 % -1.23 % -1.7 % 1.93 %

Legal note: Past performance of financial instruments is no guarantee of future results.

European Equities Mutual Funds

Lingohr-Europe-Systematic-Invest

DE0005320097

TO OUR FUND

Lingohr Europe Equity

LU1479103639 (R)
LU1479103803 (S)

TO OUR FUND

Your Contact Persons

For questions and further information please contact us. We are always and gladly there for you.

Steffen Ulshöfer, Managing Director (COO), , +49 211 95707 - 103

Axel Jelunke, Senior Portfolio Manager, , +49 211 95 707 - 111

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The English translation is only for the purpose of convenience.

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