Invest rather than speculate
Schoellerbank's investment policy is long-term and focused on security. Depending on your personal investment needs, you can choose from a wide range of services, from comprehensive asset management to personalised investment advice.
Quality for greater success
Companies with have long-term competitive advantages and a solid balance sheet are better positioned for success. Our experience shows that a stock´s long-term performance of a stock depends heavily on the quality of the company.
Schoellerbank Equity Rating – selecting the best
Schoellerbank has developed a transparent and effective tool for evaluating equities. Companies are assessed according to six different criteria, with one quality point awarded for each criterion met. To be considered for long-term investment in line with Schoellerbank's investment strategy, a company must achieve at least four quality points. Two features are mandatory. Great importance is also attached to the company´s current valuation.
Our goal is to identify the best business models worldwide and acquire them at a fair price or below. The companies identified by the Schoellerbank Equity Rating form the basis of the investments in both Schoellerbank's equity funds and its asset management.
Our overall goal is to identify the best business models worldwide and acquire them at a fair price or below. The companies identified by the Schoellerbank Equity Rating form the investment basis for both Schoellerbank's equity funds and asset management.