Anlagepolitik
So investiert der SMD-AM Funds - SMD-AM Japan Mid Small Cap Value class I USD Hedged Acc Fonds: Active strategy using a fundamental approach and investing in undervalued stocks of small and mid-cap companies in which we can expect medium term growth by narrowing down all listed companies based on financial criteria (price-to-book value ratio – return on equity (PBR-ROE) approach*1 ) while utilising artificial intelligence to identify stocks. Artificial intelligence*2 is only used as a tool for identifying stocks and is not involved in investment decision-making. Proactive recommendations are made to approximately 70% of portfolio companies and address business issues aiming to improve their corporate value, taking into account actions taken to address management issues and awareness of risks that may arise in management. Certain companies may not be able to comply with or follow proactive recommendations for reasons including but not limited to the size of their investment.
