The Vates Equities USA Fund is a new, innovative fund that serves as an optimal addition to your clients’ portfolios. The driving idea behind the fund is its focus on the best stock pickers and their “favorite stocks.” The investment focus is on individual equities using a high-conviction approach to achieve the greatest possible alpha.
The key advantage for you and your clients is that the investment advisor has access to the expertise of the best stock pickers, leverages their manpower and know-how, and complements this expertise with their own preparation, development, and analysis of data. Instead of relying on a complex portfolio construction with high diversification, the focus is on selecting the best ideas and investing in a concentrated portfolio of approximately 25 to 40 stocks, with a particular emphasis on heavily weighting the top positions.
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Vates Invest GmbH
Bürgermeister-Mahr-Straße 18
63179 Obertshausen
Access to the website of Vates Invest GmbH is exclusively reserved for individuals residing in a country where the applicable legal regulations permit the publication or access to this website. Access to the website is not permitted for individuals with nationality or residence in the United States of America in accordance with American legal provisions. The offerings on this website are exclusively intended for institutional investors who qualify at least as professional clients within the meaning of § 67(2) or (5) of the German Securities Trading Act (WpHG).
Investment advice and investment brokerage under § 2(2) Nos. 3 and 4 of the German Securities Institutions Act (WpIG) are carried out on behalf of, in the name of, for the account of, and under the liability of FOCAM AG, Untermainkai 26, 60329 Frankfurt am Main, as a tied agent pursuant to § 3(2) WpIG. FOCAM AG holds the relevant authorization from the Federal Financial Supervisory Authority (BaFin) for the aforementioned financial services under § 15 in conjunction with § 86(1) WpIG.
The information published on the website does not constitute an offer, an invitation to submit an offer, or a recommendation to purchase or sell fund units or other financial instruments. The content published here serves exclusively to provide information and illustrate the investment strategy and is not to be understood as investment advice. The signal colors of the Vates traffic light in no way constitute a general invitation to enter or exit markets trading in financial instruments.
The value of invested capital or the price of fund units, as well as the resulting income and distributions, are subject to fluctuations and may entirely cease. A positive performance in the past is therefore no guarantee of future performance. In particular, the preservation of invested capital cannot be guaranteed; hence there is no assurance that the value of the capital invested or held fund units at the time of sale or redemption will correspond to the originally invested capital. Investments in foreign currencies are subject to additional exchange rate fluctuations or currency risks, meaning that the performance of these investments also depends on currency fluctuations, which may negatively impact the value of the invested capital. Portfolio positions and allocations may change. There can be no guarantee that market forecasts will be realized.
Vates uses all reasonable care to ensure the accuracy and precision of the information presented. However, no guarantee can be given for the correctness, accuracy, reliability, or truthfulness of the information. Please contact your financial advisor for further information on Vates products.
Vates disclaims any liability for losses or damages of any kind arising from access to their website or its links. Visiting the website does not establish a contractual relationship between the user and the provider of this site. Should a legal relationship arise between the user and Vates through the use of the website, it shall be governed by German law. If any provision of this notice is invalid, it does not affect the validity of the remaining terms of use.
By clicking the “Yes, I Agree” button, you explicitly confirm that you are acting as an institutional investor who qualifies at least as a professional client within the meaning of § 67(2) or (5) WpHG and that you understand that the content of the website is not directed at private investors. By accessing the website of Vates Invest GmbH and its links, you confirm that you do not reside in a country where the applicable laws and regulations prohibit access to the information on these websites and that you have read, understood, and agreed to the legal information described here. If you do not agree, please leave the Vates website and its links.
Access to the website of Vates Invest GmbH is exclusively reserved for individuals residing in a country where the applicable legal regulations permit the publication or access to this website. Access to the website is not permitted for individuals with nationality or residence in the United States of America in accordance with American legal provisions. The offerings on this website are exclusively intended for institutional investors who qualify at least as professional clients within the meaning of § 67(2) or (5) of the German Securities Trading Act (WpHG).
Investment advice and investment brokerage under § 2(2) Nos. 3 and 4 of the German Securities Institutions Act (WpIG) are carried out on behalf of, in the name of, for the account of, and under the liability of FOCAM AG, Untermainkai 26, 60329 Frankfurt am Main, as a tied agent pursuant to § 3(2) WpIG. FOCAM AG holds the relevant authorization from the Federal Financial Supervisory Authority (BaFin) for the aforementioned financial services under § 15 in conjunction with § 86(1) WpIG.
The information published on the website does not constitute an offer, an invitation to submit an offer, or a recommendation to purchase or sell fund units or other financial instruments. The content published here serves exclusively to provide information and illustrate the investment strategy and is not to be understood as investment advice. The signal colors of the Vates traffic light in no way constitute a general invitation to enter or exit markets trading in financial instruments.
The value of invested capital or the price of fund units, as well as the resulting income and distributions, are subject to fluctuations and may entirely cease. A positive performance in the past is therefore no guarantee of future performance. In particular, the preservation of invested capital cannot be guaranteed; hence there is no assurance that the value of the capital invested or held fund units at the time of sale or redemption will correspond to the originally invested capital. Investments in foreign currencies are subject to additional exchange rate fluctuations or currency risks, meaning that the performance of these investments also depends on currency fluctuations, which may negatively impact the value of the invested capital. Portfolio positions and allocations may change. There can be no guarantee that market forecasts will be realized.
Vates uses all reasonable care to ensure the accuracy and precision of the information presented. However, no guarantee can be given for the correctness, accuracy, reliability, or truthfulness of the information. Please contact your financial advisor for further information on Vates products.
Vates disclaims any liability for losses or damages of any kind arising from access to their website or its links. Visiting the website does not establish a contractual relationship between the user and the provider of this site. Should a legal relationship arise between the user and Vates through the use of the website, it shall be governed by German law. If any provision of this notice is invalid, it does not affect the validity of the remaining terms of use.
By clicking the “Yes, I Agree” button, you explicitly confirm that you are acting as an institutional investor who qualifies at least as a professional client within the meaning of § 67(2) or (5) WpHG and that you understand that the content of the website is not directed at private investors. By accessing the website of Vates Invest GmbH and its links, you confirm that you do not reside in a country where the applicable laws and regulations prohibit access to the information on these websites and that you have read, understood, and agreed to the legal information described here. If you do not agree, please leave the Vates website and its links.
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