HQAM STEHT Für
 

Qualität

Enterpreneuership

Performance

Nachhaltigkeit

Qualitätsaktien ausgewählter Sektoren

Qualität ist Trumpf

„Lieber in die schlechteste Firma eines guten Sektors als in das beste Unternehmen eines schlechten Sektors investiert sein“, so lautet einer der Leitsätze von Diego Föllmi, der gemeinsam mit Dimitry Baulin und Arlind Isufi für die Geschäftsführung des Unternehmens verantwortlich zeichnet. In logischer Konsequenz werden Unternehmen aus den Sektoren IT, Healthcare und Basiskonsumgüter eindeutig gegenüber kapitalintensiven und stark regulierten Sektoren wie Airlines, Finanzen, Utilities und Energie bevorzugt. Manche dieser Sektoren wiesen schon lange vor dem COVID-19-Schock strukturelle Probleme auf, wie es etwa beim Airline-Sektor der Fall ist. Andere hingegen haben aktuell ihre Positionierung sogar ausbauen können. Ein Beispiel ist Synopsis, ein sehr erfolgreiches Unternehmen im Bereich Halbleiter-Design-Software, das durch die Digitalisierung einen regelrechten Schub erlebt. Mit diesem Investment-Stil war es möglich, seit Lancierung in jeder Region Alpha zu erzielen. Aktuell gibt es vier in Österreich zum Vertrieb zugelassene Fonds, die in Qualitätstitel aus den Regionen Schweiz, Europa, USA sowie aus den Emerging Markets investieren.

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