Josef Falzberger

KEPLER-FONDS KAG’s common investment strategies are covered by the value-oriented, mixed and growth-oriented in the corresponding fund products. Core competencies in risk-averse management approaches are implemented in large-, mid- and small-caps. The investment universe includes not only the traditional industrialized nations but also emerging markets. Even small-volume issues with attractive interest premiums are considered when selecting securities.

Schoellerbank is a conservative, active, growth-oriented investment manager with a focus on long-term investments. They follow the motto "invest rather than speculate" and focus on achieving the investment requests of their customers. They manage portfolios invested primarily in global equity and fixed-income, with the bulk of their holdings in large-cap equity. The firm offers portfolio management with individual securities, with a choice between investing internationally or on a European basis in top-rated shares, bonds, money market instruments and investment funds. The securities are selected in accordance with the strict quality criteria embodied in the Schoellerbank Equity Rating, the Schoellerbank Bond Rating and the Schoellerbank Fund Rating models. For equity investment decisions they also pay particular attention to diversify across different sectors and regions. The timing and the amounts of investments in stocks, bonds or money market instruments are decided by their portfolio managers.