Approach and Values
Our goal is to establish an open and committed partnership with our clients.
We seek investors who believe in our value philosophy, our rigorous fundamental investment process and who want to invest as long-term business owners.
We are influenced by great investors such as Benjamin Graham, Warren Buffett, Seth Klarman or Joel Greenblatt.
Our Charter
We act with integrity and prudence.
As a rule, we do not invest in funds or products but through direct positions. We do not receive any retrocessions.
We treat your investment as our own investment.
We also invest our own money in our investment ideas.
We focus our energy on portfolios, not on marketing/sales.
We strive to keep fees and other transaction costs low.
We communicate with our partners as transparently as possible.
We manage our clients' portfolios according to our long-term, value-oriented and research-based investment philosophy.
Custodian Banks
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« Risk is not inherent in an investment; it is always relative to the price paid. Uncertainty is not the same as risk. Indeed, when great uncertainty – as in the autumn of 2008 – drives security prices to particularly low levels, they often become less risky investments. »