Erwin Lochten
Managing Director
Individual investment solutions
We offer individual investment solutions for European and international equity mandates with the aim of generating alpha for you. Our analytical approach includes both qualitative and quantitative elements, enabling us to identify companies with attractive future earnings potential.
When assessing the risk-reward ratio of a stock, the economic environment plays a very important role in addition to an attractive valuation. Therefore, portfolio construction is always embedded in our economic scenario.
For all our strategies we offer individually designed solutions in the form of special funds or asset management mandates. In this way, we create transparent and comprehensible equity portfolios tailored to your needs.
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Shares Europe
Our investment universe consists mainly of European large caps, mixed with small and mid cap stocks. The decision of our investment committee forms the basic framework for the regional and sectoral allocation. Individual client needs and specific risk/return requirements, as well as regulatory restrictions where applicable, are taken into account at all times.
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Shares International
Our investment universe consists predominantly of European and North American large caps, mixed with small and mid caps as well as emerging markets ETFs. The decision of our investment committee forms the basic framework for the regional and sector allocation. Individual client needs and specific risk/return requirements are taken into account, as well as regulatory restrictions where applicable.
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Shares International Sustainable
As an active manager with outstanding single stock expertise, we invest for our clients in future-oriented business models with a convincing sustainability profile.
Based on sound investment analysis, we identify an investment universe of European and North American stocks that consistently meet ESG criteria. Our fund managers take your individual preferences into account and implement them in your portfolio.
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Shares Small & Mid Cap
In a historical long-term comparison, small companies can outperform.
In our actively managed Euro Small and Mid Cap investment strategies, we invest for you in a broadly diversified equity portfolio, thereby combining the return and diversification advantages of small and mid-cap companies. We take sustainability criteria into account out of conviction and apply strict criteria to the companies' business models.
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Shares Quantitative
With our systematic approach, we identify sustainably successful stocks, in a structured, considered and unagitated manner.
We invest with methodology, facts and experience and thus make the stock market successfully tangible for our clients.
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