Modern Value Strategy
We invest your assets according to modern value investing principles in carefully selected individual shares of first-class companies. Corporate bonds from our in-house fund complement your portfolio efficiently.
Hand-selected individual shares
Your assets grow with first-class companies
In our Modern Value Strategy, we invest you in 20-25 shares of high-quality companies.
Before we decide on a share, a company has to convince us on a whole level. In addition to balance sheets and key figures, we are particularly interested in soft factors that cannot be measured by numbers. These include, for example, the quality of the business model, the management or unique competitive advantages.
Efficient addition of bonds
To spread the risk in your portfolio, we use our in-house “Fructus Value Capital” bond fund in addition to individual shares. The exact bond share depends on your risk preference, which you determine during registration.
The fund contains a selection of attractive corporate bonds, which we select with similar care as our individual shares.
Concept of the safety margin
The concept of the “safety margin” within the framework of our value investing strategy provides that each share in your portfolio has a sufficient safety cushion.
This cushion is created by the difference between the share price and the actual value of the company. The more undervalued a company is according to our analyses, the more likely it is to weaken (for example in times of crisis) in order to still be profitable.
We also pay particular attention to the crisis resistance of companies. We prefer to invest in companies that have already survived crises unscathed in the past or have sufficient liquidity to master a future one.
You determine your risk
Five risk classes are available within the Modern Value Strategy. These differ in their respective share or bond proportion. The number behind the portfolios stands for the maximum share of equities.
Cannot make up your mind? During our registration process, we will suggest a suitable portfolio based on your knowledge and risk tolerance.
Long-term preservation of real assets with small fluctuations
Long-term asset growth with a moderate fluctuations
Greater growth in the long term with medium fluctuations
Significant growth in the long term with major fluctuations
Strong long-term asset growth with major fluctuations