Equity Investment Philosophy

Abaris Fundamental Return Concept

Our investment philosophy is based on the compelling logic that equity returns are driven by a company’s Fundamental Return (value creation) in the long-term. This logic holds true for both, equity indices and individual companies (see charts below). 

Hence, positive Fundamental Returns are the single most important determinant of long-term investment success.

Quelle: Bloomberg

Target Companies

Our investment focus are companies that operate quality growth or high growth business models which are able to compound attractive rates of Fundamental Returns (value creation) independent of the economic cycle.

Quality growth companies are fundamentally defensive companies from all sectors benefitting from an economic moat and constant demand for their products and services leading to a predictable, crisis resistant earnings growth. Depending on the their market capitalization, market conformity of returns, price sensitivities towards different risk factors (e.g. interest rate changes), we differentiate between "Defensive Value Creators“, “Inflation Resistant Value Creators” and “Large Value Creators”.

High growth companies are “early stage” quality growth companies which are predominantly found in the technology and biotechnology sectors, operate scalable and/or disruptive business models, have a high degree of innovation and benefit overproportionally from megatrends leading to exceptional fundamental growth rates. These companies have a high price volatility and offer a significant long-term return potential. We define such companies as "Exceptional Value Creators".

Our “Equity Growth Investments” can deviate significantly from global equity indices in the short- or medium-term and offer a significant outperformance potential in the long-term.

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