Policy

With its investment strategy, Fonds Bloemendaal distinguishes itself from other investment funds. The strategy describes how we aim to achieve the target of more than 10% net return per year and includes the following topics:

1. Multi-strategy approach;
2. Alpha, beta and theta – the three pillars of the investment policy;
3. Portfolio composition;
4. Specific points of view – valuation and timing;
5. Investment decisions;
6. Financial leverage; and
7. Derivatives

For an elaboration of our investment strategy, please refer to the investment strategy or the prospectus (section 2.2, Investment Strategy).