Stocks

Active with consistency

Mulga Invest offers equity funds with compelling track records and top ratings. A specialized team of experienced portfolio managers focuses on long-term, consistently pursued investments in companies based on comprehensive analysis and close collaboration with their top management. At the core of this focused approach is Quality Growth, i.e., quality companies of any size that deliver high returns on equity and sustainable growth rates over long periods – relatively independent of economic growth.

Der Ansatz des Equity fund management

Mulga Invest Equity Expertise

Proven expertise for companies
of any market capitalization

Proven "Growth/Quality" investment approach

Concentrated portfolios

Combination of economic and sustainable investment objectives

Stringent philosophy

Active management independent of benchmarks

Disciplined buy-and-hold strategy

Compliance with Mulga Invest ESG exclusion criteria and Preparation of proprietary ESG analyses

Dedicated dialogue with companies on ESG topics

Investment focus

Quality companies characterized by high organic growth, robust balance sheets, above-average profitability, and a strong competitive position

Structural long-term growth drivers

Our Strategic Focus

Our broad range of strategies offers you a suitable investment solution and a wide range of implementation options: In addition to our mutual funds, our strategies are offered as part of professional asset management mandates or as tailor-made special funds.

  • European stocks
    Large European technology and brand leaders are growing sustainably and at an above-average rate thanks to constant innovations and sound business models. Highly dynamically growing hidden champions are often found among medium-sized companies. .
  • Small cap stocks
    In the small-cap segment, there are a variety of companies to choose from in Europe. However, smaller companies receive significantly less attention from external analysts. This is unjustified, because this segment is home to many secret global market leaders with above-average growth.
  • German stocks
    The DAX represents only a fraction of the investment opportunities in Germany. It is especially in the small-cap segment that above-average growing hidden champions with global leading products can be found.
  • Stocks impact focused
    We focus on globally operating companies that, with their products and services, make a positive contribution to solving global challenges and demonstrate high profitable growth. Smaller companies with strong sustainability credentials are often little noticed and undervalued.
  • Global Stocks
    Marktdominante Technologieführer sind weltweit auf Erfolgskurs und wachsen dank stetiger Innovationen und stabiler Geschäftsmodelle dauerhaft und überdurchschnittlich. Darüber hinaus finden sich auch im Nebenwertesegment Unternehmen, deren Zukunftsaussichten noch nicht im Aktienpreis reflektiert sind.
  • Emerging Asia Stocks
    Asia is a dynamic region that is likely to continue to grow strongly in the future. One reason is the profound transformation that the economies there have experienced in recent decades. While they were once primarily low-cost producers of goods, they are now themselves important sales markets for consumer goods, high-end technology, and services.