Assenagon: Equity Strategy

Our Equity Strategy

In the Assenagon Equity Strategy, we combine the best of both worlds: a systematic, data-driven model and the expertise of an active fund management team that assesses risks and identifies opportunities.

Equity Funds — What really matters

Equity funds are considered a proven instrument for long-term wealth creation. They allow investors to benefit from the growth potential of global markets. By broadly diversifying across countries, sectors, and factors, risks can be reduced while maintaining opportunities for attractive returns.

In the Assenagon Equity Strategy, we combine the best of both worlds: a systematic, data-driven model that analyses global equity markets objectively and efficiently — and the expertise of an active fund management team that assesses risks and identifies opportunities.

Through a clearly structured investment process, profound capital market expertise, and a consistent focus on quality, we invest where long-term substance meets attractive potential.

Our systematic factor-based approach is designed to generate performance from the overall portfolio – independently of the development of individual stocks.

What does such a systematic analysis actually look like in practice? The following download provides an example based on a single stock.

Company Factsheet

Are you interested in a different stock or an entire portfolio? No problem! Feel free to contact us at sales@assenagon.com.

Two Global Equity Funds

Which strategy is right for me?

The global core investment for the long term

Globally diversified

A portfolio of 250 equally weighted stocks, with a targeted focus on undervalued companies — including in the small and mid-cap segment — without losing sight of overall market exposure or quality.

Thanks to broad and effective diversification, the fund represents a genuine alternative to many equity funds and ETFs in the value, small-cap, and market-cap segments.

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Double Diversification

The best of both worlds

Long Volatility Strategies historically show a clear counter-movement to equity funds during market crises: when equity markets fall, volatility rises.

We leverage this reliable correlation effect by combining a global, diversified equity portfolio with our Long Volatility Strategy — providing double, dependable diversification.

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Our Investment Principles

Diversification

No one can predict the future with certainty – that's why we do not rely on forecasts or analysts’ opinions. With our proprietary Equity Framework, we systematically analyse over 5,000 stocks and invest with broad diversification. This ensures that investment success is not dependent on individual securities, sectors, or countries.

Flexibility

Market conditions are constantly changing – which means a successful investment approach requires the ability to adapt. Our systematic model enables us to respond flexibly to new data, trends, and developments, without losing sight of our strategic focus.

Active Management

For us, active management means more than short-term reactions – it involves the continuous analysis and targeted management of key influencing factors such as fundamentals, factors, sectors, or countries. Our portfolio management team makes decisions based on data, following a systematic approach, and operates independently of external analyst opinions.

Sustainability of Value

Quick profits may seem tempting – but in the long run, only substance prevails. That is why we analyse business models, fundamental data, and risk indicators with systematic precision.

For Assenagon, sustainability of value means quality, profitability, and a healthy balance sheet – at a reasonable price.

Specialised Equity Funds

Our investment strategies follow a clear institutional DNA: Assenagon has a long-standing track record in implementing tailored mandates – both index-oriented and actively managed. Depending on client requirements, we integrate individual preferences directly into our investment processes – for example, specific investment restrictions, risk budgets, or sustainability criteria. Assenagon has been a signatory of the UN Principles for Responsible Investment (UN PRI) since 2017 and a member of the Net Zero Asset Managers Initiative since 2024.

Tailored Core Investments

Assenagon has a long-standing track record with over 70 index-oriented mandates. We have been implementing sustainability strategies since 2012 and customised ESG Core Investments since 2021.

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Further Investment Areas

Multi Asset Strategy

A modern multi-asset portfolio offers far more than just a combination of equities and bonds. It leverages the full breadth of the capital markets — including side paths and niche segments.

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Fixed Income Strategy

Our highly specialised fund management team has been successfully selecting bonds in the global fixed income market for decades, using a proprietary in-house rating model.

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Volatility Strategy

We view volatility as an independent asset class that requires deep expertise and highly specialised trading experience in order to develop tailored mutual fund and special fund solutions for our clients.

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