Our investment philosophy

Delen's investment philosophy centres around managing your wealth through clear and sustainable solutions, with a view to balanced growth. Our objective? Your financial peace of mind, today and tomorrow.

The five spearheads of our investment philosophy

The group’s fund manager, Cadelam, manages your portfolio according to five key principles: in the long term, with conviction, according to our sustainable investment principles, taking into account your risk appetite and with comprehensible investment solutions.

  1. In the long-term

    When managing your wealth sustainably, we look to the somewhat more distant future, beyond turbulent intervals of uncertainty and speculation. Perfect timing of entry and exit is impossible to determine, but an investor who looks beyond today's stock market movements need not worry. Equities remain the long-term source of return for your portfolio. That is why we advise our clients to always remain invested (buy-and-hold strategy).

  2. With conviction

    Cadelam's top-down approach starts with the broad macroeconomic story. From there, Cadelam's fund managers distil the major themes that will shape the world over the medium term: digitalisation, urbanisation and ageing, for instance. They then identify the sectors that will play a leading role in this: the Cloud, e-commerce, infrastructure, pharmaceuticals. Finally, they select the best-in-class companies: financially sound players with a smart and sustainable approach.

  3. Responsible

    If you aspire to sustainable, attractive profit growth, you naturally end up with responsible asset management. Besides financial parameters, this investment philosophy also takes into account ESG criteria (Environmental, Social and Governance). We apply this philosophy in three steps: via exclusion, active shareholding and integration of non-financial parameters. Read more about our responsible asset management.

  4. Prudent

    Cadelam's fund managers actively seek out opportunities in certain themes, regions and sectors. At the same time, they remain alert to risks. Because every form of investing involves risk. A good strategy to manage that risk is thorough diversification. First of all, the fund managers include a wide range of individual shares and bonds in your portfolio. Secondly, they ensure a good spread of themes, regions and sectors. In addition, it is of the utmost importance that you correctly assess and regularly re-evaluate your investment profile. 

  5. Transparent

    It is best to invest in a clear-cut investment portfolio that allows you to correctly assess the risk and the potential return. That is why Cadelam invests mainly in individual shares and bonds rather than in ambiguous third-party funds, complex structures or hypes. Jacques Delen, Chairman of the Board of Directors, expresses this philosophy as follows: "A quality solution has to be clear, transparent and understandable to everyone." 

How do you benefit from our responsible asset management?

Using these five principles as a compass, your assets are invested with the greatest possible care. The result is a robust and sustainable portfolio:

  • with an optimal diversification of regions, sectors and companies;
  • with a selection of liquid shares and bonds of responsible companies;
  • managed according to a thematic investment strategy focused on forward-looking, sustainable sectors
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