Value, Growth, Safety, Combined
The four Obermatt investment strategies for stocks.
Obermatt uses three different financial models to analyze and evaluate stocks. Each of these models corresponds to a strategy of Value, Growth, and Safety. The fourth investment strategy summarizes these three strategies into one value which is called the Combined Investment Strategy.
Hence, as a stock investor at Obermatt, you will find carefully analyzed stock proposals for four different investment strategies in our Obermatt Top 10 lists. Depending on your goals or your risk, you can decide which strategy you want to pursue:
Value Strategy
Are you looking for stocks that are valued at their intrinsic value? Then rely on the Value Strategy.
- Risk: Medium to high
Growth strategy
Would you like to go with the dynamics of the markets? Then rely on the Growth Strategy.
- Risk: high
Safety Strategy
Do you want your portfolio to be as secure as possible, with little fluctuation? Then put on the Safety Strategy.
- Risk: medium to low
Combined strategy
Do you want to expend as little work as possible yet create a long-term return? Then use the Combined Strategy. This is the strategy pursued by Hermann Stern for the Obermatt stock portfolio.
- Risk: Medium
It is important that you look at the stocks for yourself because, besides the financial facts, you should have a good feeling when buying a stock. You will also know that in the event of a market downturn, your pick was solid and you won’t be tempted to sell in a panic.
But how do you find the right stock? Read our instructions.
Stocks of sustainable companies
You can refine the strategy you pursue by making your selection based on sustainable criteria.
Companies with Good Governance: These companies pay attention to the fact that the interests of different stakeholders are better coordinated.
Family Friendly Companies: These companies promote families and parents and their educational tasks, from which future generations can profit.
Climate Protection Companies: Climate protection is becoming increasingly important and with an investment in these companies you pay attention to low CO2 emissions in relation to the size and industry of the company.
Companies with Sound Incentives: The competition amongst these companies is less pronounced and there are fewer conflicts of interests between the owner and the board. Companies with Board members who do not receive large amounts of money from the shareholders cannot be found in these lists.