Active Asset Management With FOS

The FOS active asset management pursues a traditional portfolio management approach based on fundamentals. The positions derived from the strategic asset allocation and the investment process are implemented across different asset classes. We focus on investing in individual securities and round off the portfolio by fund or ETF exposures. Companies are selected on the basis of strict quality criteria, which include not only “hard” balance-sheet and profit and loss data, but also “soft” criteria such as management quality.

Individual solutions are our strength. Our clients can set their own investment guidelines for their portfolios. We do not offer standard products, but tailor-made solutions. Nevertheless, there are three basic models for our active asset management solutions:

FOS Keferloh Klassik:

A multi-asset portfolio offering international diversification, active asset allocation and high quality while investing for the long run in individually selected securities.

FOS Aktiv:

A multi-asset portfolio with international diversification which is managed in a highly active, opportunistic way. Compared to Keferloh Klassik, FOS Aktiv actively exploits short-term opportunities and relies to a greater extent on the investment ideas of our portfolio managers.

The strategy uses derivatives to steer the equity ratio and exploit premium strategies.

FOS Substanzwerte:

Focused, international equity portfolio construed on the basis of very strict fundamental selection criteria. Selected companies are highly resilient, particularly during times of crisis.

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