Tailored investment solutions
We work with you to develop the perfect asset allocation for your foundation according to your required annual payout ratio, expected return and risk tolerance. You have a great deal of freedom with a tailored solution, for example, we can take individual ESG requirements into account or mix in impact investing, e.g. in infrastructure.
OUR CORE BELIEFS IN INVESTING
Fundamental and value-focused
We attach importance to quality, shun market euphoria and typically act anti-cyclically. Solid balance sheets, strong cash flows and the right price all have a huge impact on success.
Diversified and resilient
The future is uncertain, which is why we consider various scenarios and position ourselves accordingly. Diversifying across different asset classes gives portfolios stability.
Active management
Markets are inefficient and market participants often act irrationally. We try to exploit this through active management.
We think long term
Our primary goal is the real preservation of capital over generations. With a sufficiently long time horizon and tolerance for volatility, high cash-flow generating stocks therefore play a crucial role.
The needs of your foundation come first and we take account of them to work out the best investment solution.
CEO, Partner with unlimited liability
WE WOULD BE HAPPY TO ADVISE YOU IN A PERSONAL MEETING.
