Momentum investing German stocks

The investment strategy follows a systematic momentum approach focused on German equities. The investment universe consists primarily of stocks included in the DAX and MDAX indices. Stocks are selected based on clearly defined momentum criteria. The strategy aims to identify companies showing strong and persistent relative price performance. The portfolio is reviewed and rebalanced every three months. Stocks that no longer meet the selection criteria may be replaced by securities with stronger momentum characteristics. The strategy generally invests in a limited selection of the highest-ranked stocks rather than replicating the underlying indices. Positions are diversified across the selected companies and no discretionary attempt is made to predict short-term market movements. Securities are typically held for approximately three months. However, a position may remain in the portfolio for several consecutive periods if it continues to meet the momentum criteria. Positions may also be sold earlier when necessary for risk management purposes or when exceptional market circumstances occur. Investment decisions are based primarily on quantitative market data, historical price performance and momentum rankings. Publicly available financial information and market data are used as additional sources. Software-based analysis and AI tools may be used to support data analysis, research and the further development of the strategy. The objective is to apply a transparent, disciplined and repeatable investment process to the German equity market.