The investment objective of the “Richifinancial” fund (respectively AMC) is to maximise returns, regardless of the overall performance of the stock market. The actively-managed approach allows both; long and short positions. The fund pursues a systematic, quantitative approach based on market prices of equities. The investment strategy is limited to a short or long option on the DAX. The investment strategy can’t be extended to other indices. Based on the current market sentiment, decisions are made.
The fund performance demonstrates the automated trading system, based on an algorithmic approach with long and short indicators. This system is not limited when it comes to the short or long exposures. Investment decisions are made by means of the Cogia technology which filters news and other data and finally forms it to the current market sentiment. This allows trends to be identified and exploited without additional subjective analysis parameters from the portfolio management team. The trend following strategies are stabilised by further quantitative methods, which include additional features of the price development. The model includes a variety of different technical methods, such as trend following and mean reversion. The model further includes additional short only indicators with the effect of efficiently reducing long exposure in a bearish market environment.
Risk & Reward
The fund is considered a high-risk investment as the volatility of its returns is high. The fund invests into inverted ETF’s based on DAX performance with a 1:2 leverage and is therefore subject to high volatility. This requires corresponding risk tolerance and capacity. The value of the fund unit may fall below the purchase price. Inverted ETF’s are considered as carrying high risk profiles. A detailed and comprehensive list of risk descriptions can be found in the Prospectus available upon request.
Mid-Term & Cap
The investment objective of the “Mid-Term and Cap” fund (respectively AMC) is to maximise returns while investing in stocks from small- to midcap. Stocks are very well analysed with fundamental data. The stocks are usually kept for around 6 months. In uncertain times when volume spikes and the market is looking for direction, there are also short-term trades.
Focuses on high-quality companies with strong balance sheets, high returns on capital, high free cash flow generation and sustainable competitive advantages. Owns a mix of growth and value stocks. While markets are efficient over the long term, individual stocks are mispriced at times, presenting exploitable inefficiencies. Through a combination of quantitative and fundamental analysis, these can be identified and capitalized on.
Risk & Reward
The fund is considered a risky investment as the volatility of its returns is high. The fund invests into small cap companies based in the US. Such stocks usually move 5% a day. This requires corresponding risk tolerance and capacity. The value of the fund unit may fall below the purchase price. A detailed and comprehensive list of risk descriptions can be found in the Prospectus available upon request.
He bought his first stock in the age of 7 and won a trading competition wit 2.7 million participants at 10. With a performance of several hundred percent he counts to the best performers in his branch. He has 6 year experience in this sector