The Paladin ONE Method: Know More. More safety.
At Paladin ONE, we are built on three pillars: Value Stocks, Special Situations and Liquidity. This mix has made two things possible in the past: a high return with a comparatively low risk and a hedge that keeps the fund stable even in turbulent times.
We invest in our fund exclusively on the basis of our own research results. So do we. Because with our method, unlike usual, we not only take into account the current profit, the book value and the future forecasts of a company, but also its entire historical development and the qualitative risks. Far-sightedness means that we can individually assess what influence factors such as interest rates, economic growth or exchange rates could have on the company in the future.
What is special about our model is that we carry out company valuations using three different methods – and check them at the same time. For the selection, we assume very conservative developments and values, despite the most thorough examination. The company values we determine are therefore usually below those of other analysts. And that’s good. Since the actual price development depends on many factors, we consider the risk to be significantly lower in comparison.
Pillar 1: Value Stocks
Investing in undervalued companies is the focus of the Paladin ONE fund. These value stocks are critical to the fund’s positive performance. Our analysts identify undervalued companies and primarily analyze their balance sheets and free cash flow.
The special feature here is that we transfer all data manually to our system. And not, as usual, by machine. In this way, our analysis team already recognizes the first opportunities and risks in this phase. Approximately four to six weeks of time are invested in this meticulous processing. This close inspection pays off. While the competition often lists several hundred companies in a portfolio, we focus on our best-of selection with around 15-25 companies. The result: a particularly sustainable portfolio.
Pillar 2: Special situations
Special situations arise, for example, in the case of takeovers and the associated structural measures under company law. The law clearly defines how they work. That makes them plannable. They are often associated with takeover or compensation offers, which protect the price from falling.
Our strategists at Paladin have many years of experience and legal knowledge to recognize such situations early on, evaluate them and use them with foresight. Well-founded knowledge from more than 150 analyzed special situations offers us an ideal basis for investment decisions.
Pillar 3: Liquidity:
In phases of increased price movements, the liquidity protects the fund against excessive price fluctuations. If insufficiently attractive investments can be identified in the value shares and the special situations, we temporarily shift the capital to the cash position. Until new, attractive investments are identified.
risk control
The composition and weighting of the portfolio depends on various criteria: With every investment, we constantly analyze the company-specific risks and evaluate them in detail. At the same time, we pay attention to a broad diversification of the industries, so the selected companies cannot be influenced by changing market situations at the same time. For the greatest possible security, we also keep an eye on external parameters such as interest rates and currency risks.
Research
After our own in-depth analysis and evaluation of the companies, we list our best-of selection of around 15 to 25 stocks in the Paladin ONE fund.
Our navigation through the financial market is excellent
The performance we achieved confirms the Paladin ONE investment strategy. As well as the award with the DEUTSCHEN FONDSPREIS 2021 and 2020, the Lipper Fund Award 2019, the €uro Fondsnote, the Fund Awards from EURO and Börse ONLINE as well as the AAA rating from TELOS.