Theme-oriented stock selection

DJE - Alpha Global is an offensive mixed fund that invests primarily in equities, but also in bonds and precious metals, and has a flexible cash quota. What makes it special is its theme-oriented approach, for example to digital life or e-mobility.

Whether green energy, luxury goods, digital life, e-mobility or health ... themes and trends that can grow structurally over the long term determine the portfolio of DJE - Alpha Global. The offensively oriented multi-asset fund invests independently of index specifications primarily in equities, but also in bonds and precious metals and uses its cash quota very flexibly in order to be able to cushion difficult market phases as much as possible. On the equity side, fund managers Moritz Rehmann and Florian Bohnet define different thematic blocks that reflect structural trends and fill them with life, i.e. with concrete investments.

 

The focus is less on short-term hypes and phenomena such as the return of consumption after the Corona pandemic, but rather on long-term themes. These include, for example, demographic change and the health sector, the energy transition and the trend towards green technologies, urbanisation and the expansion of urban infrastructure, or digital life and e-commerce. "The bottom line", says Florian Bohnet, "is that superior business models count".

 

The investment process combines top-down and bottom-up research. Economic analysis according to fundamental, monetary and market factors (FMM) is used to select and weight asset classes, countries and sectors. The selection of individual stocks in turn follows a consistent bottom-up approach and is based on fundamental factors such as market positioning, balance sheet and earnings potential, valuation, management quality and sustainability criteria. The strategy focuses on companies of substance with above-average growth opportunities and attractive valuations. As a rule, DJE - Alpha Global maintains a "neutral" equity quota of 75%, but can increase or decrease this. Since the markets are constantly changing, the investment approach is flexible and without rigid quotas.

 

On the bond side, the focus is on corporate bonds and bonds from public-sector issuers with high credit ratings. Additional diversification is provided by investing in precious metals such as gold, which have a low correlation with other asset classes and can account for up to 10% of the portfolio. In extreme market situations, the fund also has the option of greatly increasing its liquidity ratio. Through the broad diversification of individual stocks, equity sectors and asset classes, the fund's management strives for the lowest possible volatility while at the same time looking for investment opportunities worldwide that offer attractive performance on a sustained basis where possible.

 

Fund profile DJE – Alpha Global

 

Note: All information published is for your information only and does not constitute investment advice or other recommendation. Long-term experience and awards do not guarantee investment success. Securities are subject to market-related price fluctuations which may not be compensated for by the active management of the asset manager or investment advisor. This information cannot replace a consultation. All information has been provided with care and to the best of our knowledge at the time of preparation. Despite all due care, the data may have changed in the meantime. Further information on opportunities and risks can be found on the website www.dje.de. The sales prospectus and further information are available free of charge in German from DJE Investment S.A. or at www.dje.de The fund management company is DJE Investment S.A. DJE Kapital AG is the distribution agent. A summary of investors' rights can be obtained free of charge in German in electronic form on the website at www.dje.de/zusammenfassung-der-anlegerrechte. The funds described in this marketing document may have been notified for distribution in different EU Member States. Investors' attention is drawn to the fact that the relevant management company may decide to withdraw the arrangements it has made for the distribution of the units of its funds in accordance with Article 93a of Directive 2009/65/EC and Article 32a of Directive 2011/61/EU.