The Tare Universo Strategies use historical, empirical-scientific approved approaches and active alternative investment strategies through vehicles such as mutual funds and exchange trades funds (ETF) in order to generate an attractive long-term risk-adjusted performance in the era of low interest rates.
Furthermore, Factor-Investing through so called Smart Betas as well as the focus on long-term mega trends make out an imperative part of long-term overperformance. The goal is to generate an exceedingly attractive performance net of all fees for the customers.
Depending on the chosen strategy, risk affinity and the investment horizon of the investor, there is a suitable approach for everyone – as the name of the strategies implies, it is indeed universal in its application.
The „Tare Universo Strategy – Balance“ aspires to achieve an attractive mid- to long-term return with a moderate return-risk-profile. “Through diversification over different asset classes and regions, an attractive, risk-adjusted return – both in absolute terms as well as in relative terms to benchmark – should be realized. In order to achieve more stability in the portfolio, alternative investments with a low correlation to classic asset classes can be used in a substantial way.
The „Tare Universo Strategy - Smart Beta“ aspires to generate a better risk-adjusted return in the long run than worldwide stocks. This is achieved through the implementation of Factor-Investments and thematic exposure. Examples of factors include classic ones like value, momentum, dividends und size. For thematic investments we focus on so called mega trends.
The choice of a wealth manager is one of the most important decisions in one’s life. I started my financial career as a trusted personal advisor at Nordea Bank AB in Gothenburg, Sweden, before I moved on to Germany where I have been building my own business since 2010.
My investment dogmas – strongly associated with my Nordic upbringing – are as follows: Contnuity, integrity and exclusively customer orientation. All in order to generate an attractive long-term performance that is otherwise very hard to arrive at in the market. This is being achieved through an analysis of time series and empirical studies that go many decades back in time – in the USA partly even two centuries.
All strategies have as common denominator the focus on risk minimization. There are numerous studies that confirm that entering more market risk (i.e. beta) does not pay out in the long run. In fact the opposite is true. Indeed, history shows us that many defensive investment areas not only have a better risk adjusted performance but also in absolute terms.
If you were to have questions regarding special financial products or having thoughts about an investment strategy, please do not hesitate to contact me. I would be delighted to help you. My experience not only in the banking- and investment areas but also in the corresponding areas of insurance and real estate all serve one purpose – to be able to assist you in the best possible way. Every aspect covered from one source. Indeed universal in its approach.
My partner for the strategies is the BB-Wertpapier-Verwaltungsgesellschaft mbH (BBWV). Under the guidance of Antonio Biondo, BBWV has enabled me to continue the accounts in the scope of a wealth management mandate. The choice of a suitable wealth manager is of utmost importance. Therefore, it was essential for me to have a partner that shares my worldview regarding proper investments. I am very happy that I was able to find exactly this in BBWV.
Being an owner-run company, we make financial decisions on the basis of our own fundamental market analysis. We hereby concentrate on the valuation of economic, political and demographic relationships. Our independence regarding the way we act creates the framework for a thorough chance- and risk analysis.
Interesting investment themes get identified early and consequently applied by our investment advisory committee. In cooperation with prominent research institutes we’ve developed processes in order to be able to a priori screen the relevant investment decisions.
Eight standardized trusted wealth funds (the first strategy was implemented in 2002), ten Label-Strategies as well as the continuous management of more than 30 individual mandates emphasize the continuity and long-term perspective of our investment philosophy.