Über den Fonds
Über den Fonds
Primärforschung fördert schärfere, differenziertere Erkenntnisse
Investigative Journalismus trifft auf langfristiges Investieren
Über den Fonds
Über den Fonds
Primärforschung fördert schärfere, differenziertere Erkenntnisse
Investigative Journalismus trifft auf langfristiges Investieren
What we do
What we do
What we do
What we do
We focus on customer conversations
We focus on customer conversations
We focus on customer conversations
We focus on customer conversations
We conduct 2-3 months of intensive primary research before making an investment decision. We speak with customers, competitors, suppliers and attend multiple industry specific trade shows for unfiltered conversations.
We conduct 2-3 months of intensive primary research before making an investment decision. We speak with customers, competitors, suppliers and attend multiple industry specific trade shows for unfiltered conversations.
We conduct 2-3 months of intensive primary research before making an investment decision. We speak with customers, competitors, suppliers and attend multiple industry specific trade shows for unfiltered conversations.
We conduct 2-3 months of intensive primary research before making an investment decision. We speak with customers, competitors, suppliers and attend multiple industry specific trade shows for unfiltered conversations.
Research conducted independently and in-house
100%
Never borrow conviction from anyone
Research conducted independently and in-house
100%
Never borrow conviction from anyone
Months of journalistic corporate due diligence
~2-3
Confront targets with maximum pessimism
Months of journalistic corporate due diligence
~2-3
Confront targets with maximum pessimism
Number of expert conversations per idea
+50
Trade shows for unfiltered insights
Number of expert conversations per idea
+50
Trade shows for unfiltered insights
How We Research:
How We Research:
How We Research:
How We Research:
A relentless pursuit of truth
A relentless pursuit of truth
A relentless pursuit of truth
A relentless pursuit of truth
The Primary Research Fund is built on intensive, ground-level due diligence. We uncover high-quality businesses through a rigorous, investigative process that goes far beyond traditional financial analysis. Trade shows are our daily environment.
The Primary Research Fund is built on intensive, ground-level due diligence. We uncover high-quality businesses through a rigorous, investigative process that goes far beyond traditional financial analysis. Trade shows are our daily environment.
The Primary Research Fund is built on intensive, ground-level due diligence. We uncover high-quality businesses through a rigorous, investigative process that goes far beyond traditional financial analysis. Trade shows are our daily environment.
The Primary Research Fund is built on intensive, ground-level due diligence. We uncover high-quality businesses through a rigorous, investigative process that goes far beyond traditional financial analysis. Trade shows are our daily environment.
Trade shows attended recently
Trade shows attended recently
Trade shows attended recently
Trade shows attended recently
Research case studies
Research case studies
Research case studies
Research case studies
Confronting targets with pessimism
Confronting targets with pessimism
Confronting targets with pessimism
Confronting targets with pessimism
Conduct intense proprietary primary research work “on the ground” for independent and unfiltered insights to stress-test risks to thesis
Conduct intense proprietary primary research work “on the ground” for independent and unfiltered insights to stress-test risks to thesis
Conduct intense proprietary primary research work “on the ground” for independent and unfiltered insights to stress-test risks to thesis
Conduct intense proprietary primary research work “on the ground” for independent and unfiltered insights to stress-test risks to thesis
Impressions from primary research
Impressions from primary research
Impressions from primary research
Impressions from primary research
Die Inhalte dieser Website dienen ausschließlich allgemeinen Informationszwecken und stellen weder Anlageberatung noch eine Anlageempfehlung dar. Sie beschreiben ausschließlich unseren internen Investmentprozess. Es erfolgt über diese Website keine Beratung, keine Empfehlung und keine Anlagevermittlung.
Vergangene Wertentwicklungen lassen keine Rückschlüsse auf zukünftige Ergebnisse zu. Investitionen können erheblichen Wertschwankungen unterliegen und zum Verlust des eingesetzten Kapitals führen. Es besteht keine Garantie für Zielrenditen oder Outperformance.
Die Inhalte dieser Website richten sich ausschließlich an professionelle Investoren und institutionelle Marktteilnehmer im Sinne von MiFID II.
Treffen Sie Baumann Cap
Treffen Sie Baumann Cap
Primary-Research als Fundament moderner Anlageprozesse
Erfahren Sie mehr darüber, welche Rolle ein research-orientierter Ansatz in Investmentprozessen spielen kann.
Treffen Sie Baumann Cap
Treffen Sie Baumann Cap
Primary-Research als Fundament moderner Anlageprozesse
Erfahren Sie mehr darüber, welche Rolle ein research-orientierter Ansatz in Investmentprozessen spielen kann.