Qualität
Enterpreneuership
Performance
Nachhaltigkeit
History repeating itself? As stocks are getting closer to their all-time highs, the voices of the bears are getting louder. Simplified arguments have more chances to reach the general public and people tend to overlook the other part of the thesis. Are we in a tech bubble if top 5 S&P 500 constituents represent more […]
Are we in a Tech bubble? Read More »
COVID as an opportunity for growth quality stocks The skies were clear for the stock markets as we entered 2020: unemployment was low and economy was unexpectedly calm with both inflation and interest rates low, creating support for continued growth. But after a 10-year bull run, the worries were mounting that a stock market bubble
IPE D.A.CH Editor-in-Chief Frank Schnattinger spoke with Diego Föllmi, Managing Partner at Hérens Quality Asset Management, about the factors of corporate quality and the Corporate Excellence Award recently presented by Hérens Quality Asset Management to companies for their business performance for the 11th time. IPE D.A.CH: Mr. Föllmi, Wirecard is probably not a good example
Quality is trumps “It is better to be invested in the worst company in a good sector than in the best company in a bad sector” is one of the guiding principles of Diego Föllmi, who is responsible for managing the company together with Dimitry Baulin and Arlind Isufi. As a logical consequence, companies from
Quality stocks of selected sectors Read More »
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