Anlageziel

The strategy employs an active, forward-looking investment approach built on the following pillars: For equities The team targets highly profitable, growing, companies with low or moderate leverage levels, reasonably valued under Lynch criteria with positive cash flows. This helps to create a long list of potential opportunities. They are doing our internal moat assessment, to ensure that companies could sustain their metrics in future. They consider revenue-generation metrics (customer base, competition, overall industry sentiment), risks (potential disrupting factors: legislative influence, technology breakthrough, geographic diversification etc.) and profitability dynamics (gross margin dynamic, capital/time required to build competing distribution channels, supplier base diversification). Based on continuous monitoring of the moat they do target rotation. For options For each approved equity target, the team selects options offering the highest yield-to-volatility profile— defined as high standstill annualized return (SSAR) and Theta, and low Vega exposure. Once selected options are continuously rotated.