Investment Concepts

Our international research team develops and optimizes asset management solutions taking the latest scientific findings into account. In addition to established factors such as value, size, low volatility and momentum, our models focus in particular on factors that enhance corporate success and, thus, stock performance. We also develop asset management solutions based on quantitative models. Furthermore, our investment concepts can be expanded by sustainability restrictions.

Brand Power

Invest in companies with exceptionally strong brands that have built trust, customer loyalty, and pricing power over many years. These companies benefit from high brand recognition and stable demand, even in challenging market phases.

Artificial Intelligence

This concept utilizes modern AI models to analyze financial markets, trends, and company data. Through data-driven signals, it supports multi-asset decisions, style rotation, and targeted stock selection for the markets of tomorrow.

Relationship Excellence

Invest in companies that impress with excellent customer relationships, high satisfaction, and long-term loyalty. Such companies often have sustainable business models and stable revenues because they consistently create added value for their customers.

Krypto/DeFi

Focus on digital technologies and innovative financial infrastructures such as blockchain, cryptocurrencies, and DeFi applications. These concepts target the structural growth trends of a new financial system and its leading players.

Hype-Rotator

Invest in the megatrends of today and tomorrow by dynamically rotating between particularly high-demand future topics. The concept identifies market segments with high visibility and momentum and adapts flexibly to new developments.

Management Excellence

The Management Excellence fund concept offers investors access to a select group of companies that deliver exceptional performance across a broad spectrum of success dimensions. This holistic excellence is an expression of first-class corporate governance that comprehensively considers and successfully manages success factors.

Iconic Culture

The Iconic Culture fund concept offers investors access to companies that cultivate an extraordinary corporate culture and are thus successful in the long term. These companies are characterized by high employee satisfaction, strong commitment, confident expectations for the future, trust in leadership, and fair compensation, creating a work environment that attracts talent, fosters innovation, and enables sustainable growth.

Superior Strategy

The Superior Strategy fund concept offers investors access to companies that achieve sustainable competitive advantages through a precisely aligned configuration of strategic strengths. While successful companies perform well in several areas, true excellence is demonstrated through a targeted focus. This concept focuses on the following success factors: innovative strength, corporate social responsibility (CSR), corporate culture, customer satisfaction and financial strength.