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We choose who decides in the portfolio

We personally evaluate fund managers and invest based on analysis, experience, and clear criteria.

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News, insights, and events
Der Finanz-Gourmet | Der Markt verschläft seine eigene Reform – Eckhard Sauren über das Altersvorsorgedepot
Podcast #109Podcast
25. Juni 2026

Der Finanz-Gourmet | Der Markt verschläft seine eigene Reform – Eckhard Sauren über das Altersvorsorgedepot
Sonderdruck €uro Extra „Fondsinnovation“
Press
15. April 2026

Sonderdruck €uro Extra „Fondsinnovation“
Monatlich ausschüttende Anteilklassen
Page
10. Juli 2026

Monatlich ausschüttende Anteilklassen
Alles auf Aktien | Der König der Fondsmanager kürt seine Alpha-Lieblinge
Podcast
7. März 2026

Alles auf Aktien | Der König der Fondsmanager kürt seine Alpha-Lieblinge
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Our strategy

How we decide who decides

Our strategy doesn't start with rankings or products. We personally evaluate fund managers, categorize their decisions, and translate this judgment into clear portfolio decisions.

  • Personal conversations instead of mere tables
  • Selection based on mindset, risk culture, and consistency
  • Clear function of each selection in the portfolio

Enter into conversation with us

Whether sales partners or investors: We answer questions about our approach, funds, and categorization and show you how we make decisions.