Our Investment Process

Systematic investment process

The thematic focus within our investment approach allows us to see completely different perspectives than the average investor is likely to. Our macrouniverse is flooded with knowledge and news every day , whether through newsfeeds from the industry, the financial market or through our broad network that we have been building and maintaining for over 10 years.

The central task which drives the day-to-day work at Bonafide is to process this knowledge and to draw the right conclusions from it. The sector catalogue we have developed in-house divides companies into their respective roles within the supply chain. It enables us to carry out evaluations and comparisons of specific companies with a level of differentiation that global data providers are unable to provide.

Our systematic investment process sorts the macrouniverse using filter criteria, resulting in an investable investment universe ready for further analysis. Our financial specialists then devote themselves to quantitative and qualitative analyses, which, in particular, also critically assess the sustainability aspects of the company.

Once again, the network we have built up over the years helps us enter into dialogue with people, managers, analysts, and companies and ask the right questions. By meeting on a regular basis, we ensure that opportunities are seized and carefully analysed from different perspectives.

Portfolio management then makes the investment keeping a close eye on risk parameters. We are regularly accountable to our investors and are happy to explain our concepts and activities in person upon request.

We search. We filter. You invest.

Derivatives policy

Get personal information about our investment process

To the Investment Committee

Get to know the personalities behind our investment decisions – experienced experts with a clear focus on long-term value creation.