Qualität
Enterpreneuership
Performance
Nachhaltigkeit
FONDSNET | May 2022There are a handful of systematic investment concepts that have become established over the past few decades and have a proven independent performance and risk character. The oldest two are Value and Growth, but they also include Size (i.e., a focus on small-capitalization companies), Momentum, and certainly since the financial crisis, Quality. […]
Quality as a holistic investment concept Read More »
Due to the current market turmoil, we decided to discuss it in a short video. In the first edition of the Market Talk, Diego Föllmi and Claudia Menzl therefore take a close look at the current market situation.
HQAM Market Talk May – With Diego Föllmi and Claudia Menzl Read More »
Investors’ dilemma As long-term investors, we do not make asset allocation decisions lightly: we follow a disciplined procedure, and any buy call requires strong conviction in the opportunity presented, while sell decisions are reserved for cases when the investment story is shattered. As economic cycles shift, certain areas of the market are rewarded and others
Would you like some non-quality in your Portfolio? Read More »
Fundamentals are back in focus Recently, a note from Morgan Stanley, which found that the gap between reported earnings and cash flow of US companies is the widest in 25 years1, has caught our attention, as it touches upon the concept of earnings quality, which has always been one of the cornerstones of our investment
All Earnings are not created equal Read More »
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