Security cannot be taken for granted. It only comes from careful management. Our guiding principle since our company was founded in 1991 has been that capital preservation always comes first – only when this is assured can we focus our energies on generating attractive returns.
We do not believe that each individual client has a different investment goal. All investors want to achieve a reasonable return while pursuing the overarching aim of minimising losses. Most investors also have a very low risk tolerance. With this in mind, we strive to offer fund investors a sufficiently broad but not overly complicated choice of management methods. This means that we avoid untested investment experiments in order to concentrate our management capabilities. Every investor thus benefits from the continual evolution of our proven funds.
We know that investor satisfaction does not depend solely on performance. Our aim is to be dependable in all aspects of our business. We communicate realistic targets and do not foster exaggerated expectations. Clients receive helpful support with investment controlling in line with their internal and regulatory requirements.
Nobody gets it right 100% of the time. Bad decisions that lead to performance shortfalls are an inevitable part of investment management. We therefore guarantee transparency in our products and processes so that our clients can always see what we do and why. This is the only way to build the trust needed for us to overcome difficult periods together.
Any investment manager needs to understand the relationships that underlie the capital market. Those who do not are nothing more than opportunists. We believe that the economic cycle is the fundamental driving force behind every solid capital-market trend.
We have set up a skilled team of specialists to manage each portfolio, so our investments never depend on a single individual. We follow a rigorous and systematic approach with clear structures in order to deliver reliable returns for our clients.
As a company managed by its owners, we do not follow fashions. Instead, we favour continuity in our products and in our client relationships. We aim to combine the best of both worlds: the long-term thinking of an entrepreneurial asset manager and the stability of systematic decision-making structures.
We are confident enough in the quality of our products to invest a large share of our own capital in our proprietary funds. We also manage our own investments in exactly the same way as those of our clients.