Selection Criteria

  • We invest in businesses that we understand, can value and whose risk we can quantify.
  • We invest mainly in shares, although under special circumstances we might also invest in fixed income instruments.
  • We invest globally, wherever opportunities arise, though we focus primarily on European and US markets.
  • We do not invest in derivatives, nor do we take short or leveraged positions.
  • If we do not find clear opportunities, we prefer to wait and hold cash until the market offers attractive opportunities again.
Avion 500