Global Equities

Summary of Investment Strategy

The Global 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 Global Strategy focuses on identifying the most attractive companies worldwide.

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 either on the relative attractiveness of the respective markets (Unconstrained Strategy) or on predefined, equally weighted modules (Traditional Strategy). 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. 4,000 Global companies (Large/Mid Cap)
Investment style Value-oriented, active, bottom-up
Number of stocks in portfolio 250-300
Benchmark MSCI World Net, MSCI AC World Net (or similar)
Inception date January 1, 1998 (Traditional Strategy)
March 1, 2009 (Unconstrained Strategy)
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.


Performance Summary (Composite)

Annualized figures, gross of fess, in EUR (September 30, 2021)


  3 Years 5 Years 10 Years Since Launch (1.1.1998)
Global Equities (Traditional) 3.9 % 6.31 % 8.75 % 8.45 %
MSCI World Index Net 13.22 % 13.04 % 14.34 % 6.64 %
Active Return -8.23 % -5.96 % -4.89 % 1.69 %
  3 Years 5 Years 10 Years Since Launch (1.3.2009)
Global Equities (Unconstrained) 6.44 % 7.71 % 10.31 % 12.37 %
MSCI AC World Index Net 12.66 % 12.5 % 13.55 % 14.28 %
Active Return -5.53 % -4.25 % -2.86 % -1.67 %

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

Global Equities Mutual Funds

Lingohr Global Equity

LU1479102409 (R)
LU0384133178 (I)
LU1479102664 (S)





Keppler Lingohr Global Equity



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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