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INVESTMENT PROCESS SHARES

Philosophy & Goals

Investment philosophy

Our investment approach for equities follows a stringent requirement to invest in companies with good growth prospects. We invest in global champions. A company is only included in the portfolio if the investment team is convinced by the business model and the company’s economic figures.

Investment objectives

Our stock-picking approach is based on a multi-level and multi-dimensional stock analysis, taking into account the general market environment, with the aim of preserving your capital and outperforming the defined benchmark. To achieve this goal, we strive to preserve your assets, especially in turbulent market phases, through our risk management approach.

INVESTMENT PROCESS SHARES

Our approach

IDEA -
GENERATION
  • HRK LUNIS Think Tank
  • HRK LUNIS screening
  • Equity research
  • Management interviews
  • Capital market conferences

Universe:
Global equity markets

(approx. 2,000 titles)

ANALYSIS -
PROCESS
  • Management quality
  • Profit potential
  • ESG
  • Competitive position
  • Corporate strategy
HRK LUNIS shares
(approx. 150 values)

Customer share portfolio
(approx. 35 - 65 values)

INVESTMENT PROCESS SHARES

Five steps to your success

01 Qualitative preselection
02 Quantitative preselection
03 Selection of individual securities
04 HRK LUNIS shares
05 Portfolio construction
Objective: A diversified yet concentrated international equity portfolio with a size of 35 - 65 stocks
CONTACT

Talk to us

We would be happy to talk to you personally without obligation. Together we can protect and increase your assets in the long term. Rely on our expertise and experience.