The basis of all asset management is the optimal allocation of assets into appropriate asset categories. We have taken this theoretical idea and developed it into our own in-house model. This model is built on analyses that closely follow the markets and has proven itself extremely well in practice.
The basis for this in-house trend allocation is analysis of the flow of funds within various sectors and segments, combined with recognition of specific correlations between the individual sectors. From this we are able to determine identifiable and proven long-term trends, known as megatrends.

This means as much as 80% of performance can be achieved through the correct weighting of sectors and countries, with only 20% resulting from selection of stocks.

Experience shows that this approach is ideally suited to investors with long-term horizons and corresponds to our preferred strategy of buy and hold.