Equity process: adding value by identifying trends at the sector and stock levels
Our investment and selection process for equities is based on the findings of Behavioral Finance. Our equity strategists analyse the strategic trend profiles at the level of sectors and the market as a whole.
- In the first step, the potential of the trend is assessed and the trend structure ascertained.
- In the second step, the results of the trend phase and trend structure analyses are brought together to create a sector rating.
- All assessments of the sectors and any changes to the ratings are immediately made available to all analysts and portfolio managers via our internal database.
Responsibility for constructing the equity portfolios lies with the portfolio managers. Here we use a team-oriented approach: the key findings of the individual team members are brought together, while disciplined processes ensure that these findings are consistently applied to all our client portfolios.