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.
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
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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. .
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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.
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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.
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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.
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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.
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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.
