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

*) 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.

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