Hanseatic Championship - Get ready for K.O.

Quest for top equity investments

In Round 1, we assessed the growth and risk profile of each stock and in Round 2 the sentiment factors. Together this combination constitutes our “Fusion Investing” approach. Now, we will use these results in a head-to-head knock-out competition. This is where the essence of “Fusion” comes to the fore. A company with low, but improving expectations may be the better investment than a super solid company that already has high expectations.

Throughout the K.O. stage, we will stay within the three categories, Solid Growth / Turnaround / Highflyer. The face-offs are organized by sector, but sometimes the same type of business model is better, e.g. we compare Shop-Apotheke to Hellofresh and Zalando (all pure online business models), rather than to other healthcare stocks.

Of the 60 stocks that made it to this stage, 35 are from the “DACH” region and 25 from Scandinavia and Benelux. Specifically, we obtained 28 German, 3 Austrian, 4 Swiss, 11 Swedish, 6 Danish, 2 Norwegian, 5 Dutch and 1 Belgian stock:

We want to greatly thank our external contributors and point out that it is not too late to give input. Unlike sports competitions, the stock markets are too dynamic not to include company news that may warrant a late entry. Obviously, the later the stage, the higher the hurdle.

The HanseaticHunter

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