For fundamental solutions, investments are made in companies that are valued favourably compared to the sector and impress with their quality characteristics. This is the core of the value-quality approach, where the 80 to 160 securities with the greatest potential are selected from an investment universe of more than 4,000 equities.
The portfolio managers look for companies that operate successfully, pursue a solid business and sustainability strategy (ESG Criteria) and are (still) favourably valued by the market. Thanks to the proven value-quality approach, many gems are found among more than 4,000 equities in the investment universe and an above-average return on investment is achieved.
Stock selection based on the bottom-up approach first involves analysing companies and then the sectors, markets or regions. The profitability screening and structured fundamental research are used to select equities that promise above-average returns over the next three to five years with below-average risk. The sustainability analysis is integrated and all portfolios comply with the Paris climate targets.
