OUR KEY INVESTMENT BELIEFS – THE iBELIEFS

Genuinely active management: We firmly believe that performance can be generated through a sophisticated and carefully chosen investment process. Skills combined with hard work will lead to superior long-term returns.

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Benefit from a changing world: We believe in proactivity for successful investing to identify changes and to act on that conviction.

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Long-term investment focus: We recognize secular trends because they drive markets for long periods and can provide exceptional returns for investors.

Passion for investing: We invest in a small number of exceptional companies we know well, which benefit from long-term secular trends. We call them our “compass companies”.

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Focused approach: We believe that a concentrated portfolio of high-quality companies will earn superior returns with below-average volatility. We invest in companies that provide some certainty in uncertain markets.

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Costs are an important determining factor for long-term performance. We carefully look at the TER of collective instruments and implement a consistent, low-turnover strategy.