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Modern Value Strategy

Investments in
Top companies

Wir investieren Ihr Vermögen nach modernen Value Investing Prinzipien in sorgfältig selektierte Einzelaktien von erstklassigen Unternehmen.

Modern Value Strategy

Growing with outstanding companies

We invest your assets according to modern value investing principles in carefully selected individual shares of first-class companies.

Modern Value mit Logos
Extract of companies from the Modern Value Portfolios

Hand-picked individual shares

Your assets grow with first-class companies

In our Modern Value strategy, we invest in 20-25 shares of high-quality companies.

Before we decide in favor of a share, a company has to convince us at every 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.

Hervorragende Unternehmen

Risk diversification

Efficient admixture 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 proportion of bonds depends on your risk preference, which you determine when you register.

The fund contains a selection of attractive corporate bonds, which we select with similar care to our individual shares.

Risk management

Concept of the safety margin

The “margin of safety” concept in our value investing strategy ensures 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.

brokervergleich Estably 2023 Risiko Rendite

You determine your growth opportunities

Within the Modern Value strategy, you can choose from five portfolios that differ in terms of their respective equity and bond weightings. A higher proportion of equities generally means more long-term growth potential with higher fluctuations in value.

Conservativ

Modern
Value 20

Shares
20%
Bonds
80%

Long-term preservation of real assets with small fluctuations

Defensive

Modern
Value 40

Shares
40%
Bonds
60%

Long-term asset growth with moderate fluctuations

Balanced

Modern
Value 60

Shares
60%
Bonds
40%

Greater growth in the long term with medium fluctuations

Dynamic

Modern
Value 80

Shares
80%
Bonds
20%

Significant long-term growth with major fluctuations

Offensive

Modern
Value 100

Shares
100%
Bonds
0%

Strong long-term growth with major fluctuations

Can’t make up your mind?
In our application process, we suggest a suitable portfolio based on your knowledge and risk appetite.

Conservative

Modern Value 20

Long-term preservation of real assets with small fluctuations

Defensive

Modern Value 40

Long-term asset growth with moderate fluctuations

Balanced

Modern Value 60

Greater growth in the long term with medium fluctuations

Dynamic

Modern Value 80

Significant long-term growth with major fluctuations

Offensive

Modern Value 100

Strong long-term growth with major fluctuations

Return

Performance of the Modern Value Portfolios since inception

Our fees: Transparent & fair

The costs for the Modern Value strategy consist of an all-in fee and a performance fee. However, this only applies if we have achieved a new performance high in your portfolio.

Your costs depend on the custodian bank you choose:

About Baader Bank

The German Baader Bank has state-of-the-art technological infrastructure and is one of the leading investment banks in Germany. For clients domiciled in Germany, Baader Bank automatically remits taxable income.

Costs p.a.

1,20% All-In Fee

About the LLB 

Founded in 1861, LLB is the most traditional financial institution in the Principality of Liechtenstein. Like most Liechtenstein banks, LLB is very concerned to have sufficient high-quality equity capital.

Costs p.a.

1,50% All-In Fee

Awards

Invest in the winner of the real money performance tests

Estably Offensiv Siegel Biallo 2023

biallo.de

Performance winner 2023

geldanlage digital Februar 2024

geldanlage-digital.de

Performance winner 12 months (02/2024)

brokervergleich Estably 2023 Performance

brokervergleich.de

Performance winner 2023

brokervergleich Estably 2023 Risiko Rendite

brokervergleich.de

Best risk-return ratio 2023

Do you want to invest sustainably in individual shares?

At a glance

Modern Value Strategy

Our strategies

Individual shares

Our “Modern Value” strategy is based on hand-picked individual stocks selected according to modern value investing principles.

Funds

The “Best of Funds” strategy allows you to invest in the funds of the most successful value and quality investors.

Gold

This strategy focuses on the protection of your assets. To this end, we invest in gold, supplemented by stable currencies.

So funktioniert die Performance Gebühr

Die High-Water-Mark stellt sicher, dass wir nur dann eine Gebühr verrechnen, wenn wir Ihr Vermögen auf einen neuen Höchststand bringen:

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How the performance fee works

The High Water Mark ensures that we only charge a fee when we bring your assets to a new high:

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Neu: Value Investing Crashkurs

Lernen Sie unsere Anlagephilosophie kennen

In einer E-Mail Serie teilen wir unser Value Investing Wissen mit Ihnen:

Elias Mayer Estably

We advise you on the selection of strategy

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