In addition to return on investment, the testers also focused on other criteria, which all contribute to a positive investment experience:
- Sortina Ratio: measures the fluctuations of the portfolio on a daily basis and reflects the “stress” of the investor.
- Omega: looks at the interaction between return and risk.
- Focus on client needs: how exactly were the test specifications met?
Früh & Partner was one of only two firms to achieve “Better than the benchmark” both in terms of points (return, risk, performance) and performance. As an asset manager, it is important to focus on the fundamental data of companies and not to act or speculate emotionally. Most private investors and also many other asset managers fail in this regard. Those who rely on the quality of a company are rewarded in the long run. However, this requires a lot of knowledge and discipline.