Sallfort Investment Manager Funds: Europe/Switzerland/USA
The management objective of the three funds is to exceed the respective reference index, the Stoxx 600 DR, the SPI or the S&P 500 Net Total Return, over the recommended investment period of 5 years after deduction of fees. Investment philosophy is based on a value approach. Value investors invest in a stock if they assume that they are currently undervalued and the so-called intrinsic value is higher than the current price. This approach offers significant profit opportunities as soon as the market recognizes the true economic value of a company and rewards the stock with a rising price.
This value approach is based on a quantitative analysis of securities by using filters and a scoring model. A major requirement is a high degree of management discipline, especially in the management of risks. The Funds have a constant exposure of at least 60% in equities of the respective benchmark index.
The factsheets of the funds can be made available for download under certain conditions.
For further information please contact:
Telephone: +41 61 225 52 72