Experienced investor with background in private equity and strategy consulting with a proven track record investing in listed equities applying a very strict stock selection framework
1) Search for new investment opportunities meeting:
i. attractive commercial profile and strategic outlook of underlying company,
ii. attractive (absolute) valuation,
iii. strong balance sheet (low financial debt),
iv. high return on equity,
v. proven track-record of underlying company (no loss making situations)
==> Each company is thoroughly assessed before being invested in: review of quarterly reports, annual reports, news search: assessment of P&L, balance sheet and cash-flow generation
2) Continuous review whether return / risk balance is still considered attractive versus on the one hand industry and company developments, and on the other hand: equity valuation
3) Focus to avoid losses: absolute return approach and well diversified portfolio
This strategy has been implemented since 2009 and has since generated over 10% per annum in a well diversified portfolio, YTD 2016 (=> 12 December) performance is + 16% including dividends and coupons
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Experience in securities trading
Risk class 1:
3 or more years
Risk class 2:
3 or more years
Risk class 3:
3 or more years
Risk class 4:
3 or more years
Risk class 5:
3 or more years