FS Invest Equity Fund

In order to build a resilient portfolio and navigate the highly complex equity market, our student initiative is organized into eight market sectors; namely Consumer Goods, Energy & Utilities, Financials, Healthcare, Industrials, Materials & Commodities, Media & Telecommunication and Technology. Each sector's team covers and keeps track of the latest, most influential macroeconomic developments as well as industry-related trends. This structure enables us to identify interesting companies more efficiently. As our main objective is to invest in exceptional business models and distinguished products, we focus on small and mid-cap firms in the DACH-region rather than large international conglomerates. Consequently, we aim to compose our long-only portfolio by selecting sixteen liquidly traded stocks (two stocks per sector), similarly weighted, with a maximum holding period of two years. By holistically conducting research on selected firms while analyzing potential candidates from a fundamental and technical perspective, we aspire to capitalize on the informational advantage generated through each sector’s work. Accordingly, we target to profit from price inefficiencies that arise due to a lack of attention from other market participants.