Our view of the world and our market assessments are independent and free from the influence of any third parties. They are the cornerstones of our investment recommendations, in which we always focus on the value of the assets and a stable increase in the value of the assets entrusted to us. The launch of Gridl Global Macro UI signifies the birth of a new, innovative fund product for private and institutional investors, which reflects our investment opinions.
The investment objective of our company is to generate the highest possible increase in value of invested capital, while at the same time generating regular attractive dividends, with limited dependence on the performance of traditional investment categories. The company thereby aims to generate a minimum return of Euribor (3 months) + 3.00% in the medium term.
The company’s investment strategy is based primarily on a macroeconomic top-down approach, which reflects the philosophy of Gridl Asset Management. Based on this analysis we derive and define a Tactical Asset Allocation (TAA).
A decision must then be made when implementing the TAA as to whether to construct a stable “basic portfolio” or a more dynamic “satellite portfolio”. The aim of the basic portfolio is to generate returns of around 2.0% p.a. with the lowest possible fluctuation. Depending on market assessments, the basic portfolio will generally make up between 30% and 70% of the funds under management. With individual investments, the focus is on bonds with short and medium-term maturities, defensive stocks or even on dividend-paying stocks. The satellite portfolio focusses instead on special themes and aims for returns of between 6% and 9% p.a.. These generally account for between 30% and 70% of the funds under management. Such investments can consists of, for example, high-yield bonds, emerging market investments (stocks and bonds), opportunistic equity investments or even special industry-specific or thematic investments.
For the legal and organisational realisation of our fund, we were able to win over some of the most prominent enterprises in the Germans-speaking world, including Universal Investment GmbH, Universal Investment, Donner & Reuschel Aktiengesellschaft, and BN & Partners Capital AG. and BN & Partners Capital AG.