It provides the foundation for all of our equity portfolios. When we invest, we do so with conviction.
Active management is about generating alpha. That is why our approach to equity management starts not with the benchmark index, but with the company itself. We analyze business models, management quality, and structural change to identify attractive long-term investment opportunities. We invest with focus and remain true to our respective investment styles – even in challenging market environments.
To avoid excessive or unintended risks, we apply our proprietary QbrickS® framework across all equity portfolios managed by Metzler. In addition to regional and sector-specific risks, QbrickS® analyzes investment style factors as well as ESG characteristics.
We view sustainability considerations as an integral part of portfolio optimization. Across all of our discretionary equity portfolios, ESG criteria are embedded directly into our fundamental analysis and portfolio construction.
Unlocking long-term returns through focused investment strategies.
Our equity strategies provide access to a range of capital market opportunities across different regions and investment styles.
Our portfolios are built through rigorous analysis of individual companies, industries, and long-term trends – not by replicating an index. A high active share reflects the strength of our convictions.
Our offering includes European dividend, small- and mid-cap, and growth strategies, as well as global dividend and growth equities, and German small- and mid-cap equities. We also offer dedicated strategies for the Chinese and Japanese markets.
