Dynamic Value

This combines two complementary investment styles in a way that focuses on and exploits the strengths of a dividend model and those of a relative-strength model. The complementary effects of these two models results in a lower-risk portfolio strategy that performs more reliably and successfully over the long term – the Dynamic Value concept.

The dividend and relative-strength strategies are already successful long-term equity investment strategies in themselves. The dividend strategy strives to improve yields with the greatest possible security, while the relative-strength concept endeavours to profit from the various different developments within a market cycle by systematically tracking down the best equities in a given phase – irrespective of whether these are value or growth shares.

The purely quantitative Dynamic Value model is complemented by qualitative MEAG fund management that can react quickly to events on the equities market. Fundamental equity analyses ensure the ongoing observation of the individual stocks, preventing, for example, the acquisition of shares in a company that is expected to suspend dividend payments.

This model has proven its worth in various market phases and is used to great effect in the mutual fund MEAG EuroInvest (I-share solution for institutional investors) and in customer portfolios.