EAP_SS21_ValueRenaissanceFund

Value Fund focusing on European large- and mid-cap equities. The fundamentals will be analized empirically upon which financial decicions will be made. Screening criteria includes P/E-, EV/EBITDA-, P/CF-, Book-Market-Ratio and Div-Yield as well as RoE figures. Strategic asset allocation chooses from STOXX600 constituents with a maximum of 10% per stock with the tactical possibility of temporary overweighting. To ensure industry neutrality, the top firms within each screened industry will be considered for investment.