Investors tend to extrapolate historical returns into the future, and this is something that will not work in the current climate, Reto Ineichen, CEO of Alpinum Investment Management, says in an interview.
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US Consumers
US consumers may be very optimistic but they do not walk the talk. A gap has opened and consumer spending is lagging.
Attraktive Renditen mit Secured Lending
Tiefe Zinsen und hochbewertete Aktien stellen Investoren vor Herausforderungen. Reto Ineichen und Christoph Beck von Alpinum Investment Management sehen dennoch Potenzial in Nischenstrategien.
Wie lassen sich in einem Umfeld tiefer oder negativer Zinsen “vernünftige” Renditen erzielen?
Beitrag auf Seite 5 im Fokus-Magazin des Tagesanzeigers:
ALPINUM EQUITY FOCUS FUND – MORNINGSTAR 5***** RATING
We are glad to inform you that Morningstar as one of the largest global fund database providers rates our Alpinum SICAV-SIF Equity Focus Fund A share class (USD) with a 4**** rating and the AH share class (EUR) with a 5***** rating as of January 2018, right after the fund hit the 3 years track record!
Morningstar rates funds from one to five stars based on how well they’ve performed (after adjusting for risk) in comparison to similar funds. Within each Morningstar Category, the top 10% of funds receive five stars, the next 22.5% four stars, the middle 35% three stars, the next 22.5% two stars, and the bottom 10% receive one star. Funds are rated for up to three time periods—three-, five-, and 10 years—and these ratings are combined to produce an overall rating. Funds with less than three years of history are not rated. Ratings are objective, based entirely on a mathematical evaluation of past performance. They’re a useful tool for identifying funds worthy of further research, but shouldn’t be considered buy or sell recommendations.
This marks a major milestone for the investment team of Alpinum Investment Management AG. Thanks to our proven investment process and consistent draw-down management, we are convinced that we will be able to achieve attractive risk-adjusted returns in the future as well. We would like to thank you for the trust you have placed in us.
Alpinum Credit Fund – Morningstar 5***** rating
We are glad to inform you that Morningstar as one of the largest global fund database providers rates our Alpinum SICAV-SIF Credit Fund USD with a 5***** rating as of 31.08.2017, the highest available score, right after the fund hit the 3 years track record!
Morningstar rates funds from one to five stars based on how well they’ve performed (after adjusting for risk) in comparison to similar funds. Within each Morningstar Category, the top 10% of funds receive five stars, the next 22.5% four stars, the middle 35% three stars, the next 22.5% two stars, and the bottom 10% receive one star. Funds are rated for up to three time periods—three-, five-, and 10 years—and these ratings are combined to produce an overall rating. Funds with less than three years of history are not rated. Ratings are objective, based entirely on a mathematical evaluation of past performance. They’re a useful tool for identifying funds worthy of further research, but shouldn’t be considered buy or sell recommendations.
This marks a major milestone for the investment team of Alpinum Investment Management AG. Thanks to our proven investment process and consistent draw-down management, we are convinced that we will be able to achieve attractive risk-adjusted returns in the future as well. We would like to thank you for the trust you have placed in us.
Alpinum Partners Secured Lending Fund I
Alpinum Investment Management AG is glad to announce the launch of a new Alpinum Partners – Secured Lending Fund I as per March 1, 2017.
The Fund enables investors to gain access to an unique combination of a high yielding investment in a low risk asset class offered with the appropriate fund structure to avoid any unwanted asset-liability mismatch.