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Wealth accumulation with equities

Quantitative Stock Selection – Investment goal

You expect equities to hold the highest return potential in the long term and want to use part of your assets to participate in this development.

The goal of our investment solutions, which are managed according to the Quantitative Stock Selection (QSS) approach, is to earn a sustainable and long-term excess return against a comparable index using a consistent and systematic approach. Active management is only worthwhile in inefficient markets, which is why the QSS approach is only applied in such markets.

How it works

Stock selection is systematic and based on a rule-based approach. The investment universe comprises all listed equities in the relevant region and these are evaluated according to six criteria:

Earnings RevisionsQuality
Price MomentumGrowth
Low RiskValuation
The result is a ranking list of all the equities in the relevant universe. Equities with a high ranking are added to the portfolio; those with a low ranking are excluded from it. The portfolio is positioned to be neutral to the benchmark index in terms of sectors, countries and currencies.

Advantages

Assets managed under the Quantitative Stock Selection approach exhibit a sustainable, long-term outperformance, as market inefficiencies and stock mispricing are systematically exploited. The approach is not applied universally but, rather, to markets proven to be inefficient. This means that active management can be worthwhile. In this case, there are no additional currency, country or sector risks. Outperformance is only achieved through systematic, rule-based stock selection. You thereby reach your investment goal more quickly while incurring no more risk than with a passive investment solution (ETF).

 

Contact

Contact us by phone at +41 43 288 29 00, email or Twitter. You can also send us your request via our contact form. We'll be delighted to get in touch with you.

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PARSUMO Capital AG is an asset manager of collective investment schemes, under FINMA supervision and member of the Swiss Association of Asset Managers (SAAM)
PARSUMO Capital AG
Förrlibuckstrasse 30
CH-8005 Zurich
Tel +41 43 288 29 00
info@parsumo.com
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      • Marcel Burger
      • Lucas Widmer
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