Odysseus

256,41 +0,98 %

Fourton Odysseus selectively invests in high-quality small and medium-sized European companies that operate in cyclical industries, with the intention of benefiting from economic fluctuations. In accordance with Fourton’s investment philosophy, share picking is used in the selection of portfolio investments. Most of the fund’s investments are in the industrial and materials sectors in German-speaking Europe. The maximum market value for an investment in the fund is EUR 10 billion.

Portfolio management

Yield

1 day
+0,98 %
1 month
+3,84 %
3 months
-9,81 %
12 months
-28,33 %
3 years
+9,66 %
5 years
+2,74 %
Year-to-date
+7,08 %
Since inception
+156,41 %

Fees

Minimum subscription
500 €
Subscription fee
0,00 %
Redemption fee
20 €
Management fee
0,6 %

Prices may be negotiated based on the overall customer relationship.

Fund value 16.01.2019 256,41

Risk-return profile:

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Why invest in Odysseus?

  • The fund invests in carefully chosen, personally and thoroughly researched high-quality companies that are leaders in their field and generally have low levels of debt.
  • Odysseus’ investments operate in cyclical industries, which makes them sensitive to economic fluctuations and provides the opportunity for high returns under favourable market conditions.
  • The fund’s strategy involves screening for shares that are priced low on the market and investing in them at the right time ⇒ Share selection offers the opportunity for above-market returns.

Further information


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Please contact us and we will be happy to tell you more about our funds.