Investment guidelines
We always invest your capital in accordance with five principles that have proven their value to us over the years: diversification, quality, flexibility, solvency, and value.
Together they form the Flossbach von Storch Pentagram. This reduces the risk of permanent losses in value and creates the foundation for generating attractive long-term returns for you.
Diversification
The future cannot be predicted accurately. For this reason, assets should be diversified wisely ‒ not only across different asset classes, but also within individual asset classes.
Quality
The intrinsic value of an investment depends on its quality. Hence, the attractiveness of the future potential of every investment should be thoroughly examined.
Flexibility
Flexibility is necessary to avoid losses and to take advantage of opportunities that may arise. Accordingly, the main proportion of an asset should be invested in very liquid assets.
Solvency
High levels of debt make an asset susceptible to major losses. Therefore, borrowed capital should only be used in a well-measured way.
Value
High quality does not necessarily promise attractive returns. Therefore, the fair value of an investment should always be compared with its price.
We invest the money entrusted to us by our clients according to these five principles. Together they form the Flossbach von Storch Pentagram. Our top priority is to preserve the purchasing power of the assets entrusted to us.
