Flossbach SICAV Multiple Opportunities: A Comprehensive Guide

What is Flossbach SICAV Multiple Opportunities?

Flossbach SICAV Multiple Opportunities is a global equity fund managed by Flossbach von Storch, an independent German asset management company. The fund invests in undervalued companies with strong growth potential across various sectors and regions.

Investment Strategy

Value Investing Approach:

Flossbach SICAV Multiple Opportunities follows a value investing approach, focusing on identifying companies trading at discounts to their intrinsic value. The fund managers analyze companies' financial statements, industry trends, and management quality to determine their investment potential.

Global Equity Focus:

The fund invests in a diversified portfolio of companies across the globe. This global reach allows managers to access undervalued opportunities in various markets and industries, reducing risk.

Long-Term Perspective:

Flossbach SICAV Multiple Opportunities takes a long-term investment horizon, allowing companies time to realize their growth potential. The fund managers believe in investing for the future and avoiding short-term market fluctuations.

Fund Performance

Historical Performance:

Flossbach SICAV Multiple Opportunities has consistently outperformed its benchmark, the MSCI World Index, since its inception in 2008. The fund has delivered strong returns over the long term, proving its value-investing strategy's effectiveness.

Risk-Adjusted Returns:

The fund's risk-adjusted returns are also impressive. It has a Sharpe ratio of 1.2, indicating its ability to generate excess returns while managing investment risks effectively.

Fund Management

Management Team:

Flossbach SICAV Multiple Opportunities is managed by a team of experienced investment professionals led by portfolio manager Kai Bald. The team has a deep understanding of value investing and a proven track record of identifying undervalued companies.

Investment Process:

The fund's investment process is rigorous and disciplined. The managers conduct thorough research, including financial analysis, company visits, and industry analysis, before making investment decisions.

Suitability

Flossbach SICAV Multiple Opportunities is suitable for investors with a long-term investment horizon and a tolerance for equity market fluctuations. It is a good investment choice for those looking for exposure to global equity markets and seeking potential growth.