LeanVal strategies

LeanVal offers functional and academically reviewed multi-factor approaches for different investment philosophies:
1. multifactor: equal weighting of the five factors Value, Quality, Stability, Growth and Momentum
2. quality value: focus on, among other things, a healthy balance sheet structure, robust earnings, high value added and attractive cash flows
3. sustainable dividend: focus on, among other things, high dividends and high free cash flows
4. growth momentum: focus on high growth rates (profit, free cash flow, etc.) and good technical factors (momentum), among others

Our strategies

Get access to our high-yield equity strategies, compiled by our professional analysts based on scientifically sound factor models. In the screener, you can then adjust the investment universe of the sample strategy to your individual wishes.

*) As of Aug. 31, 2023. Systematic back-calculation of the strategy with the stock screener of the LeanVal Research platform according to the selected strategy. The figures shown relate to past performance. Past performance is not a reliable indicator of current or future performance. A pure performance consideration should never be the sole decision-making factor when designing an investment strategy. This cannot be predicted. Please refer to the disclaimer for information on the impact of fees, commissions and other charges on performance.

Single value analysis

All shares of the selected strategy in the individual scoring values in each factor of an overview

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