Fond Kultur
11 Gebote
Diese Regeln geben unserem Investmentprozess Struktur: klare Thesis, saubere Risikoarbeit und Teamverantwortung.
- Thou shall not skim off the top [fees]
- Thou shall make an upside presentation when selling
- Thou shall accept that thou shalt be wrong at least one-third of the time
- Thou shall look for hidden PE of 1 stocks
- Thou shall never use Excel
- Thou shall always have a rope to climb out of the deepest well
- Thou shall be singularly focused
- Thou shall never short a stock
- Thou shall not introduce leverage
- Thou shall be a shameless cloner
- Thou shall let the Chief Investment Officer decide