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    Our investment philosophy stands for long-term values

Your values are the basis of our investment philosophy

The investment policy and investment process of the entire LLB Group are value-oriented in many respects. This also shapes our investment philosophy to a very significant extent.

The basis of our clearly value-oriented investment approach is our analysis of the real economy and the financial market environment. Taking into account both quantitative and qualitative aspects, we derive efficient portfolios that maximise the expected return at a defined risk. The focus of our total return approach is real value preservation, which is why systematic risk management is an integral part of our investment process.

To reduce the portfolio risk, we diversify broadly in terms of both asset classes and individual securities. Since this is not always sufficient especially in times of crisis, we take active measures to protect assets if financial markets decouple themselves from fair value or if negative trends persist. In our total return mandates, we could then deviate very significantly as needed from strategic asset class weightings or mandate-specific benchmarks as needed. When selecting securities, we focus our resources on the most important core markets. Value and an attractive risk/return ratio are the top priority.

We do not follow fashionable trends, but rather make investments in solid companies and issuers. In a clearly formulated opinion on the optimal investment strategy, the LLB investment policy gets to the heart of the LLB Group's investment expertise. On this basis, we manage the client funds entrusted to us in accordance with individually agreed investment objectives.