Shares International

Qualitative and quantitative methods are used to identify candidates for the investable universe. Qualitative methods include in particular company visits, investor conferences, roadshows and analyst meetings. In the area of quantitative methods, we use Bloomberg EQS and FactSet, among others. With both methods, we generate a manageable and manageable universe.

The universe is subjected to a classic fundamental stock analysis. In addition to analyzing the key business ratios, we examine the sustainability of the business model, corporate strategy and barriers to market entry. This is embedded in an economic and stock market cycle analysis, where the team's many years of experience come into play. In this way, we identify stocks that should significantly outperform the current market indices on a 2-3 year horizon.

All stocks that meet our investment criteria are included in the selection list. The insights gained through the previous process stages are presented in a weekly team meeting, new investment and sales ideas are then discussed, previous decisions are reviewed and decisions are made according to the majority principle. As a result, an investable universe of approx. 150 stocks is determined, which our fund managers can draw on.

The portfolios of our clients are populated with 50 - 70 selected stocks from the selection list. The regional and sectoral allocation follows the proposals of our investment committee. The respective portfolio manager is responsible for the selected stocks and the corresponding weighting. The respective customer preferences and risk appetite are strictly taken into account.

Continuous monitoring processes are in place at both portfolio management and risk controlling level. In particular, we monitor the alignment of portfolios with the risk/return profiles of our investors and the implementation of legal and customer-specific requirements.