A robust investment strategy

Our answer to zero-interest rates and a fragile world.



Principles of our investment strategy

We have developed five principles used in our investment decisions. Together they make up the Flossbach von Storch Pentagram - our investment strategy.

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Investment World View

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FvS PentagrammDiversificationQualityFlexbilitySolvencyValue

The five investment principles

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Anlageentscheidung

Investment decision

Diversification

The future cannot be predicted accurately. For this reason, assets should be diversified wisely ‒ not only across different asset classes, but also within individual asset classes.

Quality

The intrinsic value of an investment depends on its quality. Hence, the attractiveness of the future potential of every investment should be thoroughly examined.

Flexbility

Flexibility is necessary to avoid losses and to take advantage of opportunities that may arise. Accordingly, the main proportion of an asset should be invested in very liquid assets.

Solvency

High levels of debt make an asset susceptible to major losses. Therefore, borrowed capital should only be used in a well-measured way.

Value

High quality does not necessarily promise attractive returns. Therefore, the fair value of an investment should always be compared with its price.