Equity Investment Solutions

Our equity solutions focus exclusively on companies with superior value creation for shareholders and serve different risk/return appetites for different investment horizons.

Funds Overview

Funds Overview

Definition of Risk

Stable Equity Fund:

Risk is defined as share price volatility and temporary price drawdowns.

Equity Growth Funds:

Risk is defined as deteriorating Fundamental Returns (value creation) and business prospects. 
Risk is not defined as share price volatility or temporary price drawdowns.

Overview of Equity Funds & Methodologies

Inception of Funds & Investment Frameworks

Investment Frameworks


Short-Term Equity Risk Management

Framework to identify, quantify and specifically steer market, factor and company specific risk according to the respective investment objective.

as of 06/2023 
in Abaris Stable Equity


Macroeconomic Analysis

Adjusting the portfolio according to the macroeconomic outlook based on the quantity equation.

as of 06/2023
in Abaris Stable Equity


Fundamental Return Concept

Logic that equity returns of individual companies always follow their fundamental value creation in the long-term.


Collective Investment Intelligence

Systematic analysis of the equity positions of the world’s best investors based on mandatory regulatory filings.

Applied Frameworks

Applied Frameworks

Stable Equity Investment

Our stable equity solution addresses investors who are sensitive to drawdowns as well as short-term price fluctuations and who seek stable, positive price returns on a calendar year basis.

Stable Equity Fund  (> 3 Years)

  • Investment objective: stable equity returns and attractive risk-adjusted performance
  • Target companies: fundamentally defensive companies from all sectors
  • Market cap: all caps, focus on large caps
  • Recommended holding period: > 3 years
  • Investment in quality companies with low drawdowns and low volatility

Stable Equity Fund

Ø 50% Hedge *


Cash /


Large Cap
Quality Growth

Equity Growth Investments

Our growth oriented equity solutions address investors who invest for the long-term based on fundamental data with an investment horizon of more than 5 years and who seek superior long-term equity returns.

Equity Growth Fund – Defensive (> 5 Years)

  • Investment objective: attractive long-term returns and asymmetric payout profile (higher upside than downside participation)
  • Target companies: high growth companies and quality growth companies from defensive sectors
  • Market cap: all caps, focus on small to mid caps
  • Recommended holding period: > 5 years
  • Attractive long-term return potential with reduced volatility (relative to the offensive equity growth funds)

Growth Fund

Ø 50% Hedge *




Market Hedge

Equity Growth Funds – Offensive (> 7 Years)

  • Investment objective: exceptional long-term returns
  • Target companies: high growth companies
  • Market cap: micro-, small- and mid caps (long runway for growth)
  • Recommended holding period: > 7 years
  • Exceptional long-term return potential with phases of high price volatility


Long only


Long only

Emerging Markets

Ø 30% Hedge *

Fixed Income Investment Solution

With regard to the bond market, we follow a quantitative investment approach to identify and benefit from investment opportunities resulting from structural and lasting market inefficiencies. Our fixed income solution applies a proprietary credit risk software to assess the quality of approximately 34,000 bonds per day and to identify current "mispricings“.

Inception of Bond Fund & Investment Frameworks

Inception of Bond Fund & Investment Frameworks

Corporate Bond Fund – Conservative

  • Investment objective: bond investment avoiding defaults due to a fast acting and proven risk management system
  • Strategically short duration of 2-3 years
  • Strategic average rating: investment grade (A-BBB)
  • High issuer diversification reducing counterparty risk: currently > 125 issuers
  • Broadly diversified global corporate bond investment with superior and fast acting default risk management

Global Corporate
Bond Fund

Currency Risk Hedged

* Values serve as a long-term average indication and shall not be interpreted as strict investment limits. Accordingly, the hedging quota can differ materially in the short- to medium-term.

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