Asset Management

TRANSPARENCY is a key word in the way we manage our client’s wealth. We believe it is important that our customers always know the risk they run.

At StockRate we only invest in companies of the highest economic quality. We only consider including companies in our portfolio that simultaneously possess the following criteria:

·  high earnings strength

·  high financial strength

·  high degree of stability

We have demonstrated over the past years that this strategy, employed in the long term, leads to considerable benchmark outperformance, and at the same time the risk is relatively lower. For more information on performance and back tests click here. 

Selection of the equities is based on our unique investment process - the StockR8 process. This applies both to individual contracts and to the mutual fund StockRate Invest which we manage.