Latest news
The latest issue of ValueInvest LUX Magazine No. 1 in 2012 is now available.
The latest issue of ValueInvest LUX Magazine No. 2 in 2011 is now available.
Technological development and dismantling of trade and capital flow barriers have made the world a smaller place, more closely integrated and linked across national borders, but also more complex. Read the article here.
The old saying that you should not put all your eggs in one basket certainly makes sense. If you drop the basket with all the eggs, you cannot sell them at the market. At the best, you can cook an omelet. If you spread the eggs into serveral basket, all eggs are more likely to arrive safely to the market and can be sold at a profit. Diversification is good, but it requires caution and common sense. Diversification can reduce the risk in a stock portfolio. But what are the concepts of diversification and risk? Read the article here
We are pleased to present the next issue of ValueInvest LUX Magazine consisting of reporting for the first half of 2010, investment cases, an anrticle by one of our portfolio mangers and company information.
The Thomson Reuters Awards for Excellence recognize the world's top funds, fund management firms, sell-side firms, research analysts, and investor relations teams. The Thomson Reuters Awards for Excellence include the Lipper Fund Awards, the Extel Survey Awards, the StarMine Analyst Awards, and the StarMine Broker Rankings.
For more information, please contact markets.awards@thomsonreuters.com or visit excellence.thomsonreuters.com.
ValueInvest LUX Global won the Morningstar Fund Award in Germany, Luxembourg and Switzerland in the category Global Large Cap.
ValueInvest Asset Management S.A. has been following its value-driven investment philosophy systematically since the inception of the company. Stable and recurring earnings, low debt and high safety margins are keys to long-term investment success. The persistent implementation of the investment philosophy and the principally defensive nature of the fund have been successfully proven in different market environments and now achieved a Morningstar award.
In Germany, ValueInvest LUX Global won the award for the second time in a row and the Denmark registered clone of the fund also won the local Morningstar award for the second time.
Since the stock market bottomed out in March 2009, cyclical companies – i.e. companies whose earnings are closely linked to economic developments – have led the stock ride. Most of the stable and defensive stocks, whose earnings are less dependent on the overall economy have slowly disappeared in the rearview mirror and slipped out of investors' memory. Read the article here.
We are pleased to present the new ValueInvest LUX magazine consisting of fund reporting, a description of our investment philosophy and process, investment cases, an article by one of our portfolio managers and company information.