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
Volatile summer Monthly report August 2022 The stock markets got off to a mostly positive start in August, carrying over the momentum from the previous month. Nevertheless, many market participants remained on the sidelines and watched...
We have remained true to our strategy Monthly report July 2022 In July, the financial markets again had to contend with various challenges, with galloping inflation worldwide continuing to be the market-dominating issue. After initial...
Quarterly Report Q2/2022 Review In the first quarter, the start of the Russian attack on Ukraine led the markets down, and the second quarter was not spared from a downward demolition. However, the latter was more owed to the negative overall...