Fund managers decide
We personally assess fund managers and analyze how they think, decide, and implement their strategy. This forms our judgment.
9.000+
For years we have been conducting intensive personal conversations with fund managers worldwide as a basis for well-founded decisions.
2+ billion €
Capital that investors entrust to us, invested following a clear philosophy and consistent fund manager selection.
Since 1994
Our philosophy "Fund managers decide" has shaped our actions for over three decades.
How we select fund managers
We examine how fund managers think, make decisions, and implement their strategies over time. This leads to an assessment that we translate into clear portfolio decisions.
Analysis and classification
We conduct personal conversations and analyze thinking, decision logic, and risk culture. This creates a robust understanding of the person behind the fund.
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Why umbrella funds make sense
Broad Risk Diversification
Investing in multiple funds ensures a broader distribution of opportunities and risks and reduces dependence on individual positions.
Selection Based on Clear Criteria
The key factor is which fund managers, approaches, and functions work together effectively.
Structure Instead of a One-Off Solution
A fund of funds follows an overarching structure. This results in a portfolio in which each component plays a specific role.
Ongoing classification
Changes in the markets and in the funds are continuously monitored in order to consistently refine the portfolio's structure.
Find the right umbrella fund.
Funds of funds invest in selected funds and each follow a clear strategy. They differ in terms of investment objective, risk profile, and investment horizon.
Our research team
Our research team has been analyzing fund managers worldwide for many years, forming the foundation of our investment decisions and uniting over 100 years of investment experience.
Recognition of a Consistent Investment Philosophy
Information on methodology, scope of analysis, and ranking can be found under each award.
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Convinced? Talk to us
Whether you are a distribution partner or an investor, we answer questions about our approach, funds, and classification and show you how we make decisions.
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