Wealth Management Basel
Investment Strategy
Wealth Management Basel - Investment Strategy
The investment strategy in wealth management takes into account the preferences and specific requirements of individual customer portfolios: From preferred asset classes to regional focuses to the respective strategic implementation, by means of individual investment strategies based on the investment volume.
Investments are
carefully selected
from a
global
investment universe. The focus is on developed and liquid markets - in particular
Switzerland, Europe
and the
USA. As additional
diversification, investments in other regions - e.g. emerging markets - are
possible.
In numerous studies and also in practice, it has been proven that the combination of value and momentum can generate an excess return compared to the overall market. This is especially true for a diversified portfolio. I consistently apply these insights in the wealth management of Estoppey Value Investments.
How Does the Investment Strategy at Estoppey Value Investments Work?
Client portfolios are carefully built using value- and momentum-metrics. For portfolio construction, a three-stage analysis is applied to a stock strategy in order to invest in companies with the best risk-return ratios.
The analysis and
selection
process is as follows: A screening procedure is used to filter out those companies with the
best risk and return ratio. This is done along the three basic pillars of
Value, Quality and Momentum, which are described in more detail below.
Value
Using carefully selected value metrics, the top 10 percent companies worldwide with the strongest undervaluation are identified.
Quality
Businesses must meet the most stringent quality criteria in terms of profitability, efficiency and corporate financing in order to be shortlisted.
Momentum
Momentum is about selecting those companies among the remaining ones whose shares have had the highest price appreciation.
Wealth Management Investment Strategy:
Estoppey Value Investments in Basel invests your assets professionally!
The investment strategy of Estoppey Value Investments was developed along the lines of James O'Shaughnessy's Trending Value Strategy. It was further refined with Professor Piotroski's Quality Factor as well as an Adjusted Slope Momentum in order to smooth out strong price movements caused by exceptional situations and to counteract the classic value trap.
The approach is based on a predominantly long-term investment horizon with a diversified investment portfolio. Rebalancing is carried out on a monthly basis.
