Our modus operandi

Strategy

We have a long-term investment horizon with ambitious return targets. We seek to reach superior financial performance and, by having an active investment approach, create risk-adjusted returns beyond all relevant benchmarks.

Environmental, social and governance (ESG) issues are among the considerations that influence our investment decisions. We have an emphasis on quality and value and invest in global future growth trends such as development in technology and science, sustainability, demographic change, globalisation and network effects.

Process

We have a professional and systematic investment process. Both portfolio and risk management are conducted on a daily basis. Quantitative methods are used for measuring risks and diversification. We build our investment decisions on facts and analysis.

The CIO is authorized to make daily investment decisions within limits, set by the investment committee. Larger strategic investments are decided by the board.

Investments

We invest mainly in global equities, both public and private. Private equity allocations are done only through fund structures, whereas public equities are also owned directly. In other asset classes, besides having an emphasis on private debt funds, we invest in credit, real estate, hedge funds and various alternatives.

Allocations to single investments are up to 5 million EUR.