The GANÉ Global Equity Fund is an equity fund that invests worldwide. The fund’s approach combines the two investment styles of Value Investing and Event Orientation. For the advisory team, Value Investing means avoiding fundamental risks by purchasing companies with a high level of business quality, good management and attractive valuations. Event Orientation is intended to help reduce market price risks by increasing the value of investments through positive events. The prerequisite for this is a high degree of planning capability and security of cash flows. Therefore, the focus is on winning companies with the best business models worldwide. They are characterized in particular by sustainability, the defensibility and expansion of an existing competitive advantage, high gross margins, the ability to generate high free cash flows and a long-term growth path with above-average return on capital. The selected companies are to be held for the long term. Variable liquidity reserves allow the team to take advantage of investment opportunities that arise.
The aim of the fund is to achieve attractive and continuous returns. Whether an individual investment is attractive is assessed as part of a thorough value-oriented company analysis.
The fund is intended to provide a solid basis for a flexible, balanced and highquality investment strategy in equities over the long term.
The sub-fund is structured as a UCITS investment fund in accordance with §§ 162 to 213 KAGB.
The fund pursues an ESG strategy in accordance with Article 8 of Regulation (EU) 2019/2088 (Disclosure Regulation).