Anlageziel

The strategy employs a quantitative, rules-based system to identify and invest in U.S. equities with superior growth and financial profiles. The investment process involves two key stages: 1. Fundamental Screening First step is analysing a broad universe of U.S. stocks using fundamental criteria. This filters the universe of instruments and narrows it to approximately 150 high-quality companies. 2. Technical Selection Model A mechanical, conditionally screening is then applied to evaluate momentum and other technical indicators. Based on prevailing market conditions, this selects between 15–80 stocks for the portfolio. The portfolio is typically fully invested on the long side, targeting companies with strong fundamentals and durable growth potential.