A robust investment strategy

Our answer to zero-interest rates and a fragile world.

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What we stand for

Funds

We offer our customers mutual and special funds. We focus on a range of asset classes, invest in equities, bonds, convertible bonds and alternative investments.

► Our funds

 

Multi-Asset Management

The roots of our company, the management of large assets and the associated multi-asset competence, are also reflected in our mutual funds.

► Our investment philosophy

Independence in thought and deed

We are an owner-led company that is not subject to the constraints of a corporation or a bank. In short, we are able to consistently implement our ideas.

► Our company portrait

 

Our own analysis

Our investment strategy is based on our own fundamental macro view of the markets. To evaluate individual investments we have developed in-house analysis tools that have proven themselves in the long term.

► Our macro view of the markets

Principles of our investment strategy

We have developed five principles used in our investment decisions. Together they make up the Flossbach von Storch Pentagram - our investment strategy.

World View

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FvS Pentagramm Diversification Quality Flexbility Solvency Value

The five investment principles

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Investment decision

Diversification

The rational allocaton of assets to various asset classes has long-term potential for capital appreciation and offers the best protection against regal, sustained losses.

Quality

We focus on the substance of an investment, the long-term returns generated by that asset and above all the predictability of those returns.

Flexbility

For us, flexibility means having the manoeuvrability to develop investment ideas, as well as sufficient liquidity to be able to implement those ideas.

Solvency

Excessive debt is the most frequent cause of bankruptcy for companies and entire states. It also entails the loss of assets.

Value

The price is what you pay, value is what you get. Equities from top-quality companies justify a higher valuation than equities from average companies.