Investors don’t necessarily get the best returns from stocks of large companies. Those who invest systematically and long-term in solid German second-line stocks can often achieve better returns.
This shows the actively managed Value Stars Germany Index, which has returned 176.9% since launch on 12/23/2013 (as of 01/31/2023). For comparison: the leading German index, the DAX, only increased by 60.3% in the same period.
Chart: Net return after fees since inception on December 23, 2013 (as of January 31, 2023); You can find the breakdown by annual periods here.
Easy participation
Investors can easily participate in the Value Stars Germany Index: An investment certificate exactly reflects the index. Investors can buy and sell the certificate with WKN LS8VSD at any time via the Stuttgart Stock Exchange or in direct trading with Lang & Schwarz.
» You can find more information on the Value Stars Germany Index website.
The success formula of the value strategy
The recipe for success behind this performance is the proven one value investing strategy of the market letter “The Investor Letter”. Since 1999, the Investor Letter with its model portfolio has generated an average return of around 15.6% per year. With a long-term strategy that adheres to the principles of successful investors like Warren Buffett or Benjamin Graham oriented. The focus is on purely fundamental criteria, e.g. B. the economic condition and competitive position of a company.
But the quality of the management and the intrinsic value of a share also play a special role. “The intrinsic value should be well above the market value,” says Holger Steffen, the chief analyst of the investor letter.“To put it simply, we follow the rule of thumb that we buy stocks when they are available at half their intrinsic value. Accordingly, we invest in stocks with the potential to double.”
» You can find more information about the Value Stars Germany Index here
Chief analyst Holger Steffen: “Time for value bargains”
According to the chief analyst, particular care is required when selecting stocks: “The market environment has brightened up considerably recently and the economic prospects are better than was still expected last year. Nevertheless, there are still many companies with strong substance right now in small caps at a bargain price This isn’t the worst environment for value investors. We therefore see numerous attractive opportunities on the market, but this requires intelligent stock picking, i.e. the careful selection of promising stocks.”
Discovering such companies is the core business of the experienced Value Stars team.
Investors can purchase the investment certificate on the Value Stars Germany Index at WKN LS8VSD Buy and sell at any time like a share via the Stuttgart Stock Exchange or in direct trading with Lang & Schwarz.
» Find out more about the Value Stars Germany certificate here!
Tip: Sign up for the monthly Value Stars newsletter as wellin which the analysts always provide updates on the current portfolio and comment on stocks that they consider promising. Straight to the newsletter
Legal Notice:
This text is only intended for investors with permanent residence in Germany. It is for informational purposes only and does not constitute an offer, advice, recommendation or solicitation to buy or sell the certificate presented. Naturally, the opportunities mentioned above are offset by risks, in particular the default risk of the issuer and the price risk of the certificate in the event of a negative development of the stocks included in the index. In addition, neither the historical yields of the certificate nor the sample portfolio of the letter to investors represent a guarantee for future yields.
It is strongly recommended that investors seek the advice of a qualified financial adviser before investing. An investment decision should only be made on the basis of the information and in particular the risk information in the prospectus documents of Lang & Schwarz Aktiengesellschaft (Final Terms, base prospectus and supplements at www.ls-tc.de).
finanzen.net GmbH maintains business connections with the investor brief Research GmbH, the advisor of the reference portfolio, and participates in the income from the management fee and the performance-related fee of the endless certificate on the Value Stars Germany Index (WKN LS8VSD).
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