Innumerable scientific studies have demonstrated that value stocks have outperformed growth stocks on stock markets on a long-term basis. The usual criteria for the identification of value stocks are – among other things – a high dividend return or a low PE ratio. The “Value” investment style was established in many places as a stock investment strategy with a stable return process.

In cooperation with ATACAMA Capital GmbH we are implementing quantitative investment strategies in value stocks in connection with a optimum-risk portfolio construction. The basic investment process contains two significant steps: First, we select the most attractive value stocks according to quantitative criteria from Reuters © database with the use of highly-efficient filter algorithms. Next, we optimise the weighting of the selected value stocks in the context of a minimum variance portfolio.

Our A&V (ATACAMA & Vescore) investment funds connect a widely supported investment in the performance-strong segment of the value stocks with a highly-effective risk increase.

As an advisor for special or segment funds we make these strategies available to your business customers.