Our investment philosophy is grounded in rigorous fundamental stock selection.

It provides the foundation for all of our equity portfolios. When we invest, we do so with conviction.

Understanding what makes the difference

Active management is about generating alpha. That’s why our approach to equity management doesn’t start with the benchmark index but with the company itself. We analyze business models, management quality, and structural change in order to identify attractive long-term investment opportunities. We invest with focus and remain true to our respective investment styles – even in challenging market environments.

Knowledge that takes you further

Risk is an inherent part of investing. What matters is which risks you consciously take on – and which ones you don't. That is why we use our proprietary portfolio construction and risk management tool, QbrickS®, across all equity portfolios managed by Metzler. In addition to regional and sectoral risks, we specifically analyze investment style factors as well as ESG characteristics.

We view sustainability considerations as part of portfolio optimization. ESG criteria are embedded into our fundamental analysis and portfolio construction for all our discretionary equity portfolios.