“LOYS invests in high-quality companies that cost less than their intrinsic value”.
With a conservative, value-oriented investment strategy the LOYS Global invests in a concentrated portfolio of best ideas.
What makes the LOYS Global different?
Due to the it’s focus on global stocks the LOYS Global can be viewed as a one stop solution to gain exposure to the global stock markets.
The fund is diversified globally and has an active approach to investing. When selecting individual stocks LOYS relies on its internally developed valuation tools. It compares the value of our projected future cash flows with the current market value of the company, thus determining whether the company is over- or undervalued.
Who is responsible?
The stock selection process is spearheaded by Dr. Christoph Bruns and Ufuk Boydak. The portfolio managers are supported by a team of 4 analysts and portfolio administrators. Driven by daily exchange of ideas the fund managers seek to identify the best ideas for the particular fund. The portfolio management is strengthened by the long-standing experience of Dr. Christoph Bruns. Dr. Bruns used to be Head of Equities at Union Investment (1994-2002) and has been Managing Partner and Portfolio Manager at LOYS since 2005.
What is the fund’s goal?
The Fund aims at the long-term preservation and appreciation of capital. The stated goal is to ensure the LOYS Global’s sustainable success by adhering to our fundamental investment criteria. The fund’s goal is to significantly outperform common alternatives (stock indices, bonds, money market instruments) during a time period that is adequate for the stock markets. Portfolio construction is a result of the number and attractiveness of available securities. In case there are not sufficient available or attractive investment opportunities the fund will hold cash instead.