{"id":4191,"date":"2020-06-23T17:33:31","date_gmt":"2020-06-23T15:33:31","guid":{"rendered":"https:\/\/neu.hqam.ch\/fonds-im-visier-herens-quality-usa-equity-fund\/"},"modified":"2023-06-12T13:52:51","modified_gmt":"2023-06-12T11:52:51","slug":"fonds-im-visier-herens-quality-usa-equity-fund","status":"publish","type":"post","link":"https:\/\/hqam.ch\/en\/fonds-im-visier-herens-quality-usa-equity-fund\/","title":{"rendered":"Fonds im Visier: H\u00e9rens Quality USA Equity Fund"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"4191\" class=\"elementor elementor-4191 elementor-3768\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-c6de011 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"c6de011\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-c0b47f9\" data-id=\"c0b47f9\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-6aac3c7 elementor-widget elementor-widget-text-editor\" data-id=\"6aac3c7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Der US-Aktienmarkt hat seinen Charakter als Leitb\u00f6rse in den vergangenen Jahren ausgebaut. Aktuell liefern die USA aber viele Anl\u00e4sse, \u00fcber die Perspektiven des dortigen Aktienmarktes nachzudenken. Unter Pr\u00e4sident Trump setzt sich das Land an die Spitze der Corona-Infizierten und -Toten, erleidet eine innenpolitische Spaltung und gesellschaftliche Zerrei\u00dfprobe und h\u00e4uft gigantische Schulden an. Im November steht die n\u00e4chste Pr\u00e4sidentschaftswahl an. Diego F\u00f6llmi zeigt sich aber \u00fcberzeugt davon, dass attraktiv bewertete Aktien von Qualit\u00e4tsunternehmen langfristig ein gutes Investment bleiben. Ungeachtet der aktuellen politischen und gesellschaftlichen Situation blieben die USA die Wachstumslokomotive. Jede Firma durchlaufe einen Gesch\u00e4fts-Lebenszyklus. Dabei gelte es Firmen zu finden, die sich im \u201cStar\u201d oder \u201cCash Cow\u201d Stadium ihres Lebenszyklus befinden. Denn dann erzeugen sie einen Mehrwert. H\u00e9rens Quality AM suche Firmen, welche sich f\u00fcr einen l\u00e4ngeren Zeitraum in dieser Phase befinden. Bei der Analyse spiele der Sektor keine Rolle. Der \u00fcberwiegende Teil des Marktes sei Non-Quality. Der Hauptunterschied zu Quality liege vor allem in der Verschuldung bzw. Bilanzstruktur. Quality weise eine deutlich geringere Verschuldung bei h\u00f6herer Profitabilit\u00e4t auf. Das allein reiche allerdings nicht, um sich f\u00fcr einen Kauf zu qualifizieren. H\u00e9rens Quality AM investiere ausschlie\u00dflich in Firmen, welche attraktiv bewertet seien.               <\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Der US-Aktienmarkt hat seinen Charakter als Leitb\u00f6rse in den vergangenen Jahren ausgebaut. Aktuell liefern die USA aber viele Anl\u00e4sse, \u00fcber die Perspektiven des dortigen Aktienmarktes nachzudenken. Unter Pr\u00e4sident Trump setzt sich das Land an die Spitze der Corona-Infizierten und -Toten, erleidet eine innenpolitische Spaltung und gesellschaftliche Zerrei\u00dfprobe und h\u00e4uft gigantische Schulden an. Im November steht [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":3771,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[39],"tags":[],"class_list":["post-4191","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-press-articles-en"],"acf":[],"_links":{"self":[{"href":"https:\/\/hqam.ch\/en\/wp-json\/wp\/v2\/posts\/4191","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/hqam.ch\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/hqam.ch\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/hqam.ch\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/hqam.ch\/en\/wp-json\/wp\/v2\/comments?post=4191"}],"version-history":[{"count":1,"href":"https:\/\/hqam.ch\/en\/wp-json\/wp\/v2\/posts\/4191\/revisions"}],"predecessor-version":[{"id":4192,"href":"https:\/\/hqam.ch\/en\/wp-json\/wp\/v2\/posts\/4191\/revisions\/4192"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/hqam.ch\/en\/wp-json\/wp\/v2\/media\/3771"}],"wp:attachment":[{"href":"https:\/\/hqam.ch\/en\/wp-json\/wp\/v2\/media?parent=4191"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hqam.ch\/en\/wp-json\/wp\/v2\/categories?post=4191"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hqam.ch\/en\/wp-json\/wp\/v2\/tags?post=4191"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}