David Houdek

Bellevue Deutschland uses dedicated management teams that understand the business, analyze the most attractive companies in the investment universe and are in constant contact with management and leading industry experts. They then compare the result with the market consensus and develop their own assumptions and expectations. Risk management is an integral part of the overall investment process.

ACATIS is an active, value-oriented investment manager which primarily invests in global equities with a long-term outlook. The ACATIS product portfolio includes value-based equity, balanced and bond funds as well as mandates. In addition, four funds pursue the aspect of sustainability. The firm aims to identify stocks of companies valued below their intrinsic value by the market. They follow a bottom-up investment approach and base strategic asset allocation and stock-picking on a fundamental research process consisting of a combination of quantitative and qualitative analysis. ACATIS buy companies with the intention of holding them for several years and sells them once they exceed their fair value price.

Capitell invests in solid companies and market leaders. The firm offers access to their investment strategies: Flexible, Substance, Sustainable Asset Management, Special Asset Management, Asset Management for Foundations.

Quirin-IM is an active, long-term manager which performs individual risk analysis to construct tailored portfolios for clients. The firm diversifies broadly into high-yield and cost-effective investment forms such as ETFs and index-based funds to systematically exploit the growth forces of the global economy.

Functions as a College/University