Our investment focus:

Innovation and Sustainability for the Future

Our investments are based on a future-oriented investment strategy that combines long-term value growth with responsible behavior. Our core belief: The greatest potential for value creation lies in markets and companies that are actively working on solutions to the world's most pressing challenges.

Unser Investitionsfokus für Innovation und Nachhaltigkeit

Investment priorities

Sustainability

Artificial Intelligence

Infrastructure

Sustainable investment is a key pillar of our investment strategy. We identify companies that:

Investitionsfokus in nachhaltige und innovative Ideen und Unternehmen.

Develop innovative solutions for climate protection and resource efficiency

Promote advanced technologies for the energy transition

Have a measurable positive impact on the environment and society

Our second focus is on the transformative potential of artificial intelligence (AI). We are investing in:

AI technology companies with sustainable business models

Companies using AI solutions to optimize business processes

Infrastructure for the AI revolution (data centers, specialized hardware, energy efficiency)

AI-based innovations in cybersecurity and data protection

Modern infrastructure is the backbone of economic development:

Digital infrastructure (data centres, etc.)

Sustainable mobility solutions and smart grids

Modernisation of critical utility infrastructure

Diversification and additional opportunities

While sustainability, AI and infrastructure are our main focuses, we recognise the potential of other forward-looking industries:

Biotechnology

Biotechnology is on the verge of a breakthrough and offers enormous potential for innovation:

Personalised medicine and gene therapies

Bio-based materials and sustainable production methods

Health technologies with AI integration

Consumer Goods

Consumer goods offer an attractive investment class with scalable business models and rapid market success:

Products with high demand and repurchase rates

Innovative food and beverage products with new functionalities or brand positioning

Increase in efficiency through technological innovation in production, distribution and marketing

Our approach

Our balanced approach aims to deliver superior returns while making a positive contribution to shaping the future. We combine fundamental analysis with a forward-looking perspective. We do this by:

Evaluate companies on financial metrics AND sustainability.

Consider macroeconomic trends and regulatory developments.

Focus on active management with a long-term investment horizon.

Integrate risk management as a key part of our investment strategy.