Equities: holistic analysis creates opportunities 

Institutional investors with a long-term investment horizon are faced with short-term market distortions, yet need to justify their current positioning to their stakeholders. 

This is where Quoniam’s equity investment approach come in. We offer professional investors long-term strategies that combine factor styles such as value, quality and momentum. Rather than focusing on the timing of trend reversals, our strategies focus on medium- and long-term diversification and balance. Our approach targets the middle rather than the extremes – that is, stocks that combine high quality with an attractive price.

Core

The right balance of quality and price

Our Quoniam Core strategy focuses on quality stocks with a strong trend at attractive valuations. To evaluate the stocks, we analyse factors based on a total of more than 50 key figures. The indicators used are based on years of academic and empirical research. In this way, we also make softer criteria such as sentiment measurable.

Key points of the strategy

• Balancing risk: Our approach avoids cluster risks to give investors a balanced portfolio. We diversify across many individual stocks rather than taking large positions. 

• Added value through weighting: We aim to add value by selectively overweighting and underweighting individual equities.

We offer our core strategies for both global and regional markets, e.g. emerging markets or Europe.

Core Plus – more actively positioned: The Core Plus strategy corresponds in many basic constants to the Core strategy with a higher tracking error. 

MinRisk

Reduce risks in the equity portfolio

The MinRisk strategy is designed to participate in the equity markets over the long term, with lower risk.

The key points of the strategy

• Consistently limiting risk: Especially in falling market phases, our goal is to lose less than the market. To this end, the strategy is managed on a benchmark-agnostic basis. 
• Reduce volatility: Stocks with lower volatility and promising return forecasts are weighted higher.