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Quantitative asset allocation model and qualitative market assessment: combining both analysis models gives an overall signal that our investment specialists use to make their decisions.
Quantitative asset allocation model
- Leading indicators
- Company evaluation
- Momentum
These evaluations lead to a quantitative assessment
Qualitative market assessment
- Macro data
- Market data
- Risks
This leads to a qualitative market assessment
In addition to generating outperformance, our dedicated goal is to free strategic investors who have a medium to long-term orientation from the negative effects of market psychology, based on facts.
Global analysis
Global analysis
- Fiscal and monetary policy
- Foreign exchange balance/currency reserves
- Interest and inflation levels
- Labour market
- Raw material and energy prices
- Movement of goods and capital
Sector analysis
Sector analysis
- Order situation
- Inventories and production
- Sales and earnings
- Regulatory framework conditions
- Megatrends and technological developments
Business analysis
Business analysis
- Fundamental
Market capitalisation >= USD 2 billion, enterprise value/EBITDA, dividend yield, profit margin, debt, liquidity ratios, price-to-book ratio, price/earnings-to-growth ratio, etc. - Technical
RSI, 200-day line, volatility, MACD 2, number of buy ratings etc.