0

Equity Strategies

In the area of shares, Spängler IQAM Invest offers classic equity and quality equity strategies.

Spängler IQAM Invest’s Classic Equity Strategies combine three factors – namely, value, sentiment and quality – in order to achieve the best possible mix (= diversification) for the portfolio. Value equities (= valuation) are lower-rated shares that are acquired, for instance, when their current stock market price is below carrying value. In addition to the valuation, the sentiment (= prevailing mood) on the market or towards individual securities is also taken into account. If the market sentiment of a share improves, this momentum usually also leads to a positive future price development.

 

With its Quality Equity Strategies Spängler IQAM Invest complements the factors “value” and “sentiment” with “quality” factors that make the portfolio even more stable (higher diversification), thereby achieving an above average risk-return relation. Such lower-rated shares with a positive sentiment and corresponding quality are exactly the kind that Spängler IQAM Invest chooses.

 

The specially developed Spängler IQAM Sentiment Index is applied to both the Classic Equity Strategies and the Quality Equity Strategies. Spängler IQAM Invest has further developed the existing measurement approaches and gauges the market sentiment on a monthly basis. Various financial market indicators such as the development of the equity trading volume (How actively are shares traded on the markets?) and the implicit market volatility (How much does it cost to hedge against market losses?) on the one hand, and sentiment survey results (How optimistic are enterprises and consumers about the future development?) on the other, factor into the Spängler IQAM Sentiment Index. If the sentiment is particularly high, there is a risk that an excessive risk appetite may prevail on the capital markets and that a price adjustment may be imminent. If, on the other hand, the sentiment is especially low, this shows that investors may be too pessimistic and that a recovery on the capital markets is in the offing.

Equity strategies are offered for:

  • European equities
  • North American equities
  • Pacific equities
  • Emerging markets equities
  • Global equities
Important information

The content given shall only be used as for informational purposes and does not depict an offer or a recommendation to buy or sell financial products. It also does not include any requests to submit such an offer nor was it prepared with the intention of issuing legal or tax advice. The value of financial instruments is subject to fluctuation and can therefore rise and fall. Financial instruments which are denominated in foreign currencies can experience negative effects on the return if the currency fluctuates.  The strategies described here can also be changed without any prior announcement. This content was prepared to the best of our knowledge. Possible errors and falsities excepted.

Important information

Before accessing our website, please carefully read the following legal notes. Then click on the link at the bottom of this text.

The information contained on this website is for information and marketing purposes only and does not represent an offer or a recommendation, as the case may be, for the acquisition or the sale of certain funds or other products and is not a request for such offer. In particular, the information contained on this website thus is neither deemed to be legal, tax or investment advice, nor an offer or a recommendation for the acquisition or sale of funds or other products and it cannot replace individual advice on investments and other issues. Investment decisions require the individual adaptation to the personal circumstances of the investor and should only be taken after having obtained expert information and advice.

The information on funds, fund issuance and other products as well as the documents and information on market values of financial instruments provided in the download section are addressed exclusively to persons domiciled in Austria and whose native language is not german. They do not represent an acquisition offer directed to persons domiciled in other countries nor are they a call to extend such offer. In particular, the information published on this website is not addressed to US persons within the meaning of "Regulation S" of the Securities Act 1933. The financial instruments advertised on this website must not be offered in the USA and must not be proposed to US persons. The funds registered for public sale in Germany are listed in the document "Funds registered by countries".

As far as the previous performance of funds or other financial instruments is referred to on this website, we point out that the performance in the past does not allow reliable conclusions about the future performance of funds or other financial instruments.

Spängler IQAM Invest GmbH does not offer a comprehensive market comparison to its prospective clients with regard to all products offered; Spängler IQAM Invest GmbH primarily advertises its own products.

Spängler IQAM Invest GmbH having its registered office in Salzburg holds a license for the administration of investment funds in accordance with the Investment Fund Law and the Alternative Investment Fund Manager Act as well as a sublicense for financial services business.

The website is operated by Spängler IQAM Invest GmbH. The contents of the website are made available to the users for information purposes by Spängler IQAM Invest GmbH free of charge. The website only provides general information and cannot replace individual advice. Due to the ongoing development and the complexity of the issue, the Spängler IQAM Invest GmbH cannot guarantee the completeness, accuracy and up-todateness of the information and data contained on this website. A review of the up-todateness of the information as well as of its applicability to the concrete individual case is therefore necessary. The website cannot serve as a basis for investment decisions. Spängler IQAM Invest GmbH’s liability for the completeness, accuracy and current relevance of the conditions set out is excluded, to the extent permitted by law. Access to and use of our website and the legal notices are subject to Austrian law.

This website uses Google Analytics, a web analytics service provided by Google, Inc. ("Google"). Google Analytics uses "cookies", which are text files placed on your computer, to help the website analyze how users use the site. The information generated by the cookie about your use of the website (including your IP address) will be transmitted to and stored by Google on servers. Google will use this information for the purpose of evaluating your use of the website, compiling reports on website activity for website operators and providing other services relating to website activity and internet usage. Google may also transfer this information to third parties where required to do so by law, or where such third parties process the information on Google's behalf. Google will not associate your IP address with any other data held by Google. You may refuse the use of cookies by selecting the appropriate settings on your browser, however please note that if you do this you may not be able to use the full functionality of this website. By using this website, you consent to the processing of data about you by Google in the manner and for the purposes set out above.

To facilitate good readability, gender-neutral Differentiation will be dispensed with throughout the website. As a basic principle, terms used apply to both genders for the purposes of non-discrimination.

I hereby acknowledge that I have read, understand and accept the information given above.