We find our edge in the convergence of talented investment staff, rich data resources, and strong investment processes – all underpinned by experience with an eager appetite for fundamental analytics and continuous quant research. Our solutions are geared for various market cycles.
We believe that markets are efficient in the long term, but may exhibit inefficiencies in the short to medium term. This offers opportunities for active strategies. Behavioral patterns such as risk aversion, technical constraints on financial leverage, lack of data, or herd behavior cause anomalies and fluctuations.
We feature complementary know-how in quantitative and qualitative analysis. Combining these two disciplines helps us understand the causes of these anomalies and act actively on them. As a modern asset manager, we work like a data-driven software company: We are constantly tapping into new data sources, developing models, testing updates, and then implementing them into the ongoing process.
In the investment theme "Quality Innovation", we have successfully applied our complementary know-how in quantitative and qualitative analysis over 8 years. Our Serafin Innovation Hub experts use a unique quantitative process to identify the most innovative companies across all industries. Paired with our expertise in fundamental analysis, we have developed a unique and successful investment approach.
Empirical studies show that innovation-efficient firms have higher sales growth and margins plus better anticipate economic ups and downs.
For nearly two decades, we have invested in small and medium-capitalized companies (Small & Mid-Caps) with convincing financial performance and track records. Thereby, we are constantly on the lookout for undervalued companies with strong management teams, competitive advantages, and consistent earnings growth. Our many years of expertise in fundamental analysis paired with our established contacts in the corporate world form an essential basis for our implementation.
With the investment theme "Precious Metals", we offer diversification and resilience in a broad investment context. In our implementation, we focus on gold and silver mining companies with solid growth prospects as well as low production costs. Thus, we invest in "gold in the ground" instead of acquiring and storing the physical precious metals gold and silver. Long-standing knowledge in this investment segment is important: our specialists have more than 40 years of combined experience managing market cycles in this investment segment.
With our "Serafin Multi-Asset Risk Focus" fund, we are a pioneer in risk-based asset allocation. The product is the basic building block of a very personal investment strategy. Investment risks are always assessed dynamically against the background of the current inflation and growth environment. The portfolio is aligned with this through our proprietary risk parity approach.