Focused investment solutions
Our focused Quality
Portfolios form the spearhead
of our investment approach
The global Quality companies in our focused products are characterised by their impressive global presence, above-average growth potential and their role as technology and innovation leaders.
These companies have successfully expanded their activities across national borders and now operate on an international scale. Their products and services are in high demand worldwide and enjoy a first-class reputation.
The above-average growth potential of global Quality companies is reflected in their ability to adapt to ever-changing market demands and identify new business opportunities. They take a strategic approach to expanding their market share and entering new markets. Through targeted investments in research and development and the use of state-of-the-art technologies, they set new standards in their industry.
as of 31.03.2024
|
Performance
Summary |
Hérens Quality Global Top 8 Composite | MSCI World Index (Gross TR in CHF) |
| YTD | Hérens Quality Global Top 8 Composite 13.28 % | MSCI World Index (Gross TR in CHF)16.87 % |
| 1 Year | Hérens Quality Global Top 8 Composite 32.68 % | MSCI World Index (Gross TR in CHF)23.69 % |
| 3 Year p.a. | Hérens Quality Global Top 8 Composite 8.87 % | MSCI World Index (Gross TR in CHF)7.12 % |
| 5 Year p.a. | Hérens Quality Global Top 8 Composite 13.56 % | MSCI World Index (Gross TR in CHF)9.94 % |
| Since Inception p.a. | Hérens Quality Global Top 8 Composite 16 % | MSCI World Index (Gross TR in CHF)8.99 % |
The Global Quality Top 8 portfolio is a highly focused equity strategy. Its concentrated composition is carefully selected from the pool of the best global Quality stocks, which dominate their respective markets, have exceptional financial conditions and have outstanding growth perspectives.
as of 31.03.2024
|
Performance
Summary |
Corporate Excellence Global Top 8 Certificate, CHF | MSCI World Index (Net TR in CHF) |
| YTD | Corporate Excellence Global Top 8 Certificate, CHF12.55 % | MSCI World Index (Net TR in CHF)16.74 % |
| 1 Year | Corporate Excellence Global Top 8 Certificate, CHF32.72 % | MSCI World Index (Net TR in CHF)23.33 % |
| 3 Year p.a. | Corporate Excellence Global Top 8 Certificate, CHF8.85 % | MSCI World Index (Net TR in CHF)7.02 % |
| 5 Year p.a. | Corporate Excellence Global Top 8 Certificate, CHF12.69 % | MSCI World Index (Net TR in CHF)9.87 % |
| Since Inception p.a. | Corporate Excellence Global Top 8 Certificate, CHF13.58 % | MSCI World Index (Net TR in CHF)9.71 % |
The Global Quality Top 8 portfolio is a highly focused equity strategy. Its concentrated composition is carefully selected from the pool of the best global Quality stocks, which dominate their respective markets, have exceptional financial conditions and have outstanding growth perspectives.
as of 31.03.2024
|
Performance
Summary |
Quality Top 15 Fund - Share Class I | MSCI World Net TR in EUR |
| YTD | Quality Top 15 Fund - Share Class I7.35 % | MSCI World Net TR in EUR11.52 % |
| 1 Year | Quality Top 15 Fund - Share Class I26.09 % | MSCI World Net TR in EUR26.03 % |
| 3 Year p.a. | Quality Top 15 Fund - Share Class I10.7 % | MSCI World Net TR in EUR11.76 % |
| Since Inception p.a. | Quality Top 15 Fund - Share Class I12.59 % | MSCI World Net TR in EUR12.65 % |
The Global Quality Top 15 portfolio is a highly focused equity strategy. Its concentrated composition is carefully selected from the pool of the best global Quality stocks, which dominate their respective markets, have exceptional financial conditions and have outstanding growth perspectives.
Asia Quality Top 15 strategy simulated performance as of 31.03.2024
|
Performance
Summary |
TOP 15 Asia in USD | MSCI Asia Pacific USD Index |
| YTD | TOP 15 Asia in USD1.27 % | MSCI Asia Pacific USD Index4.69 % |
| 1 Year | TOP 15 Asia in USD11.2 % | MSCI Asia Pacific USD Index11.37 % |
| 3 Year p.a. | TOP 15 Asia in USD-5.84 % | MSCI Asia Pacific USD Index-2.22 % |
| 5 Year p.a. | TOP 15 Asia in USD5.88 % | MSCI Asia Pacific USD Index4.64 % |
| Since Inception p.a. | TOP 15 Asia in USD12.21 % | MSCI Asia Pacific USD Index4.92 % |
The Asia Quality Top 15 Certificate is a highly concentrated investment solution with long-term investment horizon that provides an excellent opportunity to invest in the best Asian quality stocks, selected according to the proven Hérens Quality approach enhanced by an additional growth criteria overlay and managed by an experienced and stable team.
*Simulated Performance 01.01.2014; Live Track Record since 11.11.2020. Gross performance in USD (excl. all fees). Dividends are reinvested.
Including transaction costs; dividends are reinvested; excluding management fees. YTD performance is provisionally calculated as of the end of the reporting period and may be subject to adjustments due to retroactive dividend bookings. More information about Hérens Quality Equity Composites is available upon request.
FAQ
The quality investment style focuses on selecting companies that are considered high quality in terms of their fundamentals and competitive position. In contrast to the value investment style, which looks for undervalued stocks with low price/earnings ratios, and the growth investment style, which focuses on companies with high growth potential, the quality investment style prioritises financial stability, solid business models and consistent earnings and cash flow generation. Quality investors look for companies that demonstrate sustainable growth and resilience, even in uncertain market conditions, and place particular emphasis on strong governance and ethical business practices. Yes, we apply the same quality criteria to all regions because we have a bottom-up approach and it does not matter which country or industry the companies come from. These uniform criteria enable us to include the best quality companies worldwide in our portfolio and ensure long-term growth and stability for our investors. The HQAM Quality investment style has a stand-alone performance and risk character and is independent from Value and Growth.
Yes, we apply the same quality criteria to all regions because we have a bottom-up approach and it does not matter which country or industry the companies come from. Our quality investment style is based on a comprehensive analysis of companies’ fundamentals, financial strength, competitive position, governance and ethical business practices, regardless of their location or industry. These uniform criteria enable us to include the best quality companies worldwide in our portfolios and ensure long-term growth and stability for our investors.
Quality stocks tend to have a more stable behavior in upward and downward phases compared to other types of stocks. In upward phases of the market, quality stocks often benefit from their financial strength, solid business models and sustainable growth prospects. As they are typically well-positioned to gain market share and outperform competitors, they can generate above-average returns.
In downturns, on the other hand, quality stocks usually offer a degree of security and resilience, as their stable business models and consistent cash flow generation make them less vulnerable to economic turbulence. Investors tend to focus more on quality stocks in uncertain times, as these can be seen as a safe haven.
It is important to note that no asset class is immune to market fluctuations, and even quality stocks experience losses in certain market conditions. Nevertheless, historical performance shows that quality stocks tend to deliver more robust total returns over time and may have lower volatility than other types of stocks. Investors who value stability and long-term growth may find quality stocks a useful addition to their portfolios.
Thanks to our research, we cover most regions of the world with our equity and bond solutions. However, if a client wants to cover other asset classes, such as real estate or commodities, we can use third-party products if necessary.
No, our investment process, which takes place monthly, does not mean that investments and changes are only made once a month. In fact, all companies in our portfolios are monitored on an ongoing basis, and the Investment Committee also meets ad hoc to make decisions when the situation calls for it. Investments can therefore be made throughout the month and adjustments to the portfolios are not limited to a single point in time. Rather, the monthly meetings serve to make a comprehensive assessment of the existing positions, analyse new potential investments and, if necessary, decide on strategic adjustments to optimise the portfolio in the long term. This regular process enables us to react flexibly to changing market conditions. It is important to note, however, that changes to portfolio compositions are rarely made outside of the investment rhythm.
Anyone can invest in our publicly traded funds and certificates by purchasing them through their respective custodian bank. Both private and institutional investors have access to our products and can buy them to benefit from our investment strategies. In addition, we offer the option of an asset management mandate, where more attractive conditions can be offered under certain circumstances. Whether private individuals, family offices, companies, or institutional investors – our products and asset management services are open to all interested investors. Our expertise and focus on quality enable us to offer tailor-made solutions for different investment needs and provide our clients with a diversified and successful portfolio over the long term.
HQAM currently works with more than 20 custodian banks. However, as an independent asset manager, we are open to new partnerships and willing to cooperate with new custodian banks if it suits the wishes and needs of our clients. We always strive to offer our customers the best possible solutions and are open to a wide range of cooperation options to meet their individual requirements. Our many years of experience and our network enable us to find flexible and tailor-made solutions for our clients, regardless of which custodian bank they wish to work with.