Header

Quantitative asset allocation model

  • Leading indicators
  • Company evaluation
  • Momentum

These evaluations lead to a quantitative assessment

Qualitative market assessment

  • Macro data
  • Market data
  • Risks

This leads to a qualitative market assessment

In addition to generating outperformance, our dedicated goal is to free strategic investors who have a medium to long-term orientation from the negative effects of market psychology, based on facts.

Global analysis

Global analysis

  • Fiscal and monetary policy
  • Foreign exchange balance/currency reserves
  • Interest and inflation levels
  • Labour market
  • Raw material and energy prices
  • Movement of goods and capital

Sector analysis

Sector analysis

  • Order situation
  • Inventories and production
  • Sales and earnings
  • Regulatory framework conditions
  • Megatrends and technological developments

Business analysis

Business analysis

  • Fundamental
    Market capitalisation >= USD 2 billion, enterprise value/EBITDA, dividend yield, profit margin, debt, liquidity ratios, price-to-book ratio, price/earnings-to-growth ratio, etc.
  • Technical
    RSI, 200-day line, volatility, MACD 2, number of buy ratings etc.