Incrementum
All Seasons
Fund

Financial market seasons have been increasingly influenced by the end of the secular debt cycle and are accompanied by financial repression and long-term negative real interest rates. We aim to tackle these changes with a global, benchmark independent, all-seasons investment strategy.

All Weather Approach

One portfolio, adapting to the prevailing market season and utilizing the whole universe of asset classes and currencies

Active
Management

Macro- and micro-economic analysis is married in our trend-, theme- and value-based investment approach

In Pursuit
of Real Returns

Our primary goal is to increase the purchasing power of funds invested over the market cycle

The right investment, no matter the market season

The Incrementum All Seasons Fund (IASF) pursues a universal and global investment strategy, which covers all major asset classes, and flexibly manages its portfolio assets in line with the prevailing financial market season. As fund managers we pursue a theme- and value-orientated, rather than an index- and momentum-based investment approach, which is why we do not use benchmarks in our portfolio management process. We attach great importance to fundamental analysis and prefer direct investments to derivatives. The latter are primarily used for the purpose of risk management. Through our regular reporting, we aim to provide investors with transparency, both in terms of strategic investment considerations and portfolio positioning, as well as in terms of our assessment of the socio-economic and political developments that influence our investment decisions. Our objective is to achieve real, i.e. inflation-adjusted, growth in the value of invested asset over the market cycle, and in order to optimally align our interests with that of our investors the fund manager is also a co-investor in the fund.

 

The investments underlying our financial products do not take into account the EU criteria for environmentally sustainable economic activities.

Contact us!

You have questions about our product or want to arrange a personal meeting?

+423 237 26 66