Investment Philosophy


Our primary objective is to preserve the assets of our clients and generate attractive long-term returns. We pursue an absolute return strategy. This is why we do not align ourselves to any benchmark. For every investment decision the risk-reward ratio is decisive.

 

 

Arbeitssituation

We invest like a prudent business person.

Even if potential profits compensate for the possible risk of loss, we cannot fully avoid risks, but instead understand them as much as possible. In our view, price volatility is not bad. Provided nothing has changed in the assets underlying the company, a lower entry price means lower risk, because it increases expected returns. We think like prudent business people: the profit is in the purchase.

Arbeitssituation

We have confidence in our analyses.

An accurate assessment of potential returns requires an in-depth understanding of one's investments. Each year we conduct over 300 meetings with companies – in Europe, the USA, China, Mexico, Brazil and India. As one of the largest independent asset managers in Germany, Flossbach von Storch now has access to boardrooms of large international companies.

Pentagramm

We focus on quality stocks.

Only investments that meet our quality requirements become part of a portfolio at Flossbach von Storch – and only then if the price is right. Specially developed analysis tools help in assessing the value. Investment decisions are made undogmatically. If the stock of a company is too expensive, we may consider its bonds. Our portfolio managers and analysts work in an interdisciplinary manner.

Bert Flossbach

We think long-term.

Investors should have patience, trust and a long-term investment horizon. Our investments are not made for short time frames, because stock exchange moods and associated price fluctuations are too dominant and unpredictable over the short-term, making investment outcomes random. In our view, investors therefore simply have to accept price fluctuations in order to protect their capital and achieve attractive long-term returns.

Information regarding use and limited distribution


Information regarding use and limited distribution

The use of the professional investors' page is only permitted for professional investors. The information provided in this area will be treated confidentially and is only intended for authorised third parties. The obligation to maintain confidentiality does not apply to information that is already generally accessible.

The information provided on the website of Flossbach von Storch Invest S.A. is intended solely for investors in countries where the respective sub-fund / share class is authorised for distribution. The information is not intended for publication or use by any persons or companies in a country where the sub-fund / share class is not authorised for distribution. If documents have been made available in English this does not mean, however, that authorisation has been granted, or an application has been submitted for distribution in English-speaking countries.

In particular the shares of this fund may therefore not be offered for sale or sold within the United States of America (USA), to or on behalf of US citizens, or to or on behalf of US persons residing in the USA. The published documents and the information contained therein may not be distributed in the USA or other countries in which a fund is not authorised for distribution.