Activism and hedging remain the right watchwords
Monthly Report March 2021
The consolidation expected by many market participants failed to materialize in the past month. The further rise in interest rates is now obviously seen more as a sign of positive economic development, and the possible threat of rising inflation has receded into the background. At the same time, however, the risk of a correction remains, as the fight against the Corona pandemic continues to prove tough. Mutated viruses in particular could prevent the success of the vaccination strategy.
The composition of our fund proved to be mostly correct again in March. On the one hand, our cyclical positions continued to benefit from the upward trend, and on the other hand, our defensive stocks also contributed to the good performance. For us, the combination of activism and hedging remains the right recipe! Since the beginning of the year, our fund has gained +8.0%.
But see for yourself:
Book an initial consultation directly now
Gladly in person or digitally, conveniently and easily from home. Conserving resources without the expense of travel.
More articles on asset management
A fantastic start Monthly report January 2023 Global stock markets got off to a flying start in 2023. The main reason for this was the further decline in inflation data. In particular, the renewed drop in annual inflation in the USA in...
Annual Outlook 2023 - We look positively ahead. Review When we talk about 2022, we are once again talking about a year that will go down in the history books. Mostly in the negative sense, unfortunately, as the year held surprises on so many fronts...
Active management beats passive products Monthly report December 2022 December got off to a promising start, with European stock exchanges following the positive trend from the USA. Hopes grew among investors that the lower inflation figures...