The financial-economic pillar
Fund manager Cadelam carefully monitors global market opportunities. Their starting point is a thorough analysis of the macro-economic situation, since economic parameters create the general context in which companies have to operate. They determine matters like purchasing power, consumer confidence, spending and saving patterns, and thus turnover and profit evolution.
Besides the companies' profit growth and prospects, fund managers analyse the balance sheet, innovation strategy, quality of management and so on.
Focus on future-oriented themes
As a next step, Cadelam identifies the themes and structural trends that will shape the future (such as technological innovation, ageing and energy transition).
Cadelam examines which sectors and companies offer compelling solutions to these long-term themes. From that analysis flows a highly diversified portfolio of companies.
The ESG pillar
Delen strongly believes in the added value of responsible investing. Fund manager Cadelam invariably considers ESG (Environmental, Social and Governance) factors in every investment decision.
Ideally, we steer positively towards sustainability by engaging in dialogue with the companies we invest in. Alternatively, the exclusion of unsustainable companies can be a possible outcome as well.
In line with our responsible investment policy and long-term vision, we invariably apply our responsible investment strategy when constructing your portfolio.
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