Qualität
Enterpreneuership
Performance
Nachhaltigkeit
In the third of our corporate excellence case study series, Diego Foellmi, talks us through the identified common denominators and consistency factors from the pool of award winners. He also shares, over a decade long, observations on: Geographic, regional, sector nuances amongst the pool of past winners Factors that have contributed to some corporates, such […]
Winners: Consistency and Common Denominator Read More »
At the beginning of 2021, many a forgotten market strategist suddenly sensed a comeback. After all, US Treasury yields shot up – from an all-time low, it should be noted – and stabilized again at a low level. This rise in interest rates was accompanied by a comeback of value stocks. The logic is strikingly
Is it really about value versus growth? Read More »
The Japanese (equity) market is an attractive market with great growth potential. The quality of companies is steadily increasing, while debt is decreasing at the same time. It is not without reason that Warren Buffet invested six billion US dollars in Japanese companies in 2020 with his investment firm Berkshire Hathaway and thus made headlines.
VIDEO: Japan Equity Strategy Read More »
Where can attractively valued corporate quality be found in Asia? How has the tectonics changed in recent years in this regard? Why is Asia attractive for a quality investor? We will explore these and other questions in our Case Study Webinar Series in April 2021.
Webinar: Quality in Asia Read More »
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