The GANÉ Global Equity Fund is a global equity fund. It combines the two investment styles of value-investing and event-orientation. For the advisory team, value-investing means avoiding fundamental risks by buying companies with very high business quality, good management and an attractive valuation. Event-orientation is intended to help reduce market price risks by allowing positive events to contribute to an increase in the value of the investments. Prerequisite for this is a high degree of predictability and certainty 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. A flexible liquidity ratio allows to seize opportunities as they arise.
The Fund is intended to serve long-term investors as a basic investment for a flexible, balanced and high-quality investment in equities.
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).
The objective of the fund is to generate attractive and continuous returns. Whether an individual investment is attractive is assessed as part of a thorough value-oriented company analysis.