Investment Approach
How we Invest
We strive for sustained exceptional performance. Our own investment approach,
which is based on our experience as digital entrepreneurs and investors, is fundamental to this. The most valuable information is not always the most obvious. We believe in innovation and versatility in the way we analyze investment opportunities. And we believe in a long-term view – which to us is the only way to identify the industry leaders of tomorrow.
Long term Approach
We identify companies that shape industries with significant future
potential for our funds. In doing so, we act on global opportunities worldwide.
We believe that digitization is only just beginning, and we expect this
development together massive speed across all industries very soon.
Our investors can now start to participate in this enormous global growth potential.
Deep Analysis
Our analysis combines the viewpoint of financial analysts with digital entrepreneurs and draws on a much larger and more diverse range of information.
Innovative Data Sources
Our decisions are based on early insights into the development
of companies by using alternative data sources, innovative sources
only known by industry specialists.
Invest Worldwide
We are convinced that the global champions can originate anywhere, no matter their location. Therefore, our research is limited to certain sectors,
but no to selected countries. Through our own analysis, we find the most
promising companies globally – even if they have been flying under
the radar until now.
Active Portfolio Management
Only through very active portfolio management can we achieve long-term outperformance. Despite our long-term perspective, we only invest in those titles that are currently the most attractive. We act quickly and decisively on opportunities and market developments to achieve the best results for our investors.
