The fund managers follow the successful investment methodology of Warren Buffett, the most successful investor ever.

This is supplemented with investment techniques worked out by ACATIS or developed from academic research. These are mainly traditional value approaches, starting from Benjamin Graham’s investment methods to modern behavioristic approaches to internally developed approaches.

The equities are selected using a fundamental analysis (bottom-up). Important criteria are transparent reporting and a liquid market environment.

Every month we screen the investment universe according to numerous value criteria. We currently have six main criteria. The selected equity must convincingly satisfy at least one criterion. In addition, there are well over 100 other balance sheet and stock market ratios.