ACATIS Datini Valueflex Fonds – Why it pays to look outside of the traditional asset allocation model for opportunities

13. Oktober 2022 | 10:00 Uhr
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The ACATIS Datini Valueflex fund was named after Francesco di Marco Datini. Datini (1335-1410), is notable for the implementation of the first partnership structure in business. A visionary of his time, Datini’s actions in business helped create the notion of holding companies and merchant banks to finance businesses.


The fund, much like its namesake, continues to show its entrepreneurial nature by seeking investments away from traditional asset classes. This has allowed the fund to remain largely uncorrelated from the equity and bond markets since launch in 2008.


With an annualised return of more than 15% since inception and a quality value approach, the fund offers investors a good opportunity to diversify into the world of alternatives, whilst also enjoying the fruit of traditional markets.


During this webinar, Dr Hendrik Leber, ACATIS founder and PM for the fund, will talk through his investment philosophy and about how the fund portfolio is positioned for continuing its long-term outperformance. As well as speaking about some of his more alternative ideas, he will also offer specific sector and company insights he finds compelling.


We look forward to welcoming you to our latest update.

The presentation will last about 30 minutes, followed by an Q&A session.