• Investment Principles
Risk adjusted returns
In the foreground of our philosophy is the achievement of risk adjusted returns in contrast to benchmark oriented portfolio management.
Quantitative and qualitative criteria
In our strategic portfolio design (top down) and in selecting specialist investment vehicles (bottom up) quantitative and qualitative criteria are set.
Alternative investments
As part of our investment advisory and asset management services we assign great importance to alternative investments (i.e. Hedge Funds). We consider Hedge Funds as an alternative rather than a complement to traditional asset classes (bonds, equities, etc.).
Transparent investment strategies and investment processes
In selecting investments we consider only products, for which the managers have comprehensible strategies (no black-boxes) and to whom we have direct access.
Consistent risk management and investment controlling
We attach special value to consistent risk management and investment controlling. With this aim we regularly agree with our clients the investment strategies being pursued. In this way we ensure that changes in their objectives and needs or in the investment environment on the financial markets are taken into account.