What sets us apart

Our investment philosophy is determined by our many years of experience in dealing with the individual challenges of the capital markets and the objectives of our clients. Our portfolio management is characterized by an active asset management style. For us, active asset management means that we systematically support our clients in formulating an adequate investment objective.

With over 220 years of experience in portfolio management, we draw on extensive expertise to meet the requirements and satisfy the aspirations of private and institutional investors. The investment solutions of H&A Global Investment Management GmbH excel on the market through the following qualities:

  • Active: Market capitalization benchmarks are mostly arbitrarily defined. For this reason, our investment style deliberately and significantly deviates from the benchmark Indexes.
  • Fundamental and quantitative: We analyze the markets and securities on the basis of your business data and the economic climate. We take investment decisions on the basis of in-depth assessments. We pre-filter all decisions through a quantitative model in order to consolidate the generated Information.
  • Independent: Our analysis and decisions are independent, and we attach great importance to quality and objectivity in our investment strategies.
  • Rigorous investment processes: We make sound investment decisions on the basis of detailed analysis. We consistently and rigorously implement our defined investment processes.

The solutions we offer you adhere to this principles.

With their extensive capital markets experience and proven success, our highly qualified investment specialists understand what it takes to achieve high-level performance over the long term: in-depth analysis, systematic application of quantitative decision-making criteria, and highly efficient risk management instruments.

We develop specialized investment solutions for you on the basis of extensive needs assessment backed up by our in-depth knowledge of regulatory requirements.

Where required, we deliver investment solutions and core competences as a discretionary mandate in a special investment fund or also in the form of institutional wealth management. A number of these investment solutions are also available in standardized form as a mutual fund. In advisory, we work with leading Austrian and German capital investment companies and depositories.

Active Portfolio Management

Managing risks, reaching strategic goals

Active asset management is the hallmark of our portfolio management. For us, active asset management means that we systematically support our clients in defining adequate investment objectives, such as through:

  • information on how minimum performance objectives can be reallistically achieved
  • demonstrating the interplay between investment restrictions and income targets
  • examining and adjusting the required investment universe to achieve the objectives

We help benchmark-oriented investors select appropriate benchmarks for assessment, such as through:

  • providing information on the strengths and weaknesses of each index benchmark

For benchmark-oriented mandates (as well as for the corresponding mutual funds), we focus on dedicated investment decisions with quite significant deviations from the benchmarks. The associated deviation risks are systematically controlled and steered.

For absolute return-oriented investors, we can develop a tailored investment strategy or also a mutual fund from a variety of asset classes that allow you to achieve the performance target while remaining within the restrictions you stipulate.

Even in periods of turbulence, we can also help investors align their tailored investment strategy with consistent flexibility to ensure that strategic goals are reached. This can mean that, for benchmark-oriented mandates, the focus is on absolute return or loss avoidance.