IncrementumAllSeasonsFund–inpursuitofrealreturns–2024/01SeasonalReflectionsTailwindInvestingDearreader,it'swinterinSchaan-albeitcurrentlyinitsuglyguise:single-digittemperatures,lead-greyskies,rainandfog-theperfecttimetostartwritingthewintereditionofmySeasonalReflections...IspentthepastthreedayswithmyRonniStöferle,MarkValek,HGS&ChristianSchärer(fromleft)Incrementumfundmanagercolleaguesatthisyear'sFondsProfessionellcongress.Atstand160onlevel1inMannheim'sRosengarten,wehadmanyinterestingandspiritedconversationswiththeprofessionalinvestorspassingby.Theoccasionaffordedmetheopportunitytomeetsomefamiliarfacesfromthepreviousyearandallowedmetogathervaluablefeedbackformywork.Andlikelastyear,wewerenotonlyexhibitorsatthefundcongress,butalsohadapresentationslot.MycolleagueDr.ChristianSchärerandIspokeonthesubjectof"TailwindInvesting",apresentationtopicthatattractedaconsiderablenumberofvisitorsdespiteitbeinglunchtime.129thofFebruary2024IncrementumAllSeasonsFund–inpursuitofrealreturns–Andasyou,dearreaders,mayalsobeinterestedinthistopic,Ihaveincludedachaptersummarisingourpresentationbelow.Astheresponsiblemanagerofaglobalmulti-assetstrategyfund,personaldialoguewithinvestorsandthosewhomaywanttobecomeinvestorsisveryimportanttome,asitallowsmetoconstantlycheckwhetherourinvestmentapproachandourcommunicationaresufficientlytran...
发表评论取消回复