„Paying less than what a business is worth never goes out of favour”
Joel Greenblatt
Quality Fund AGmvK
RANK
19/658
in Equities - Global Blend (Citywire)
RETURN
16.6%
to 31/12/2025
1 year
The Quality Fund achieves above-average capital growth through concentrated investments in publicly listed companies. By applying Value Investing principles according to Graham & Dodd and analyzing data from superinvestors (13F filings), long term value appreciation is achieved. At the same time the risk of capital loss is reduced by continuously taking "Margin of Safety" into account.
Value Investing
The concept of Value Investing was developed in the 1930s by Benjamin Graham and David Dodd at Columbia Business School. Their idea: stocks should not be seen as speculative instruments, but as ownership stakes in real businesses with measurable intrinsic value. In their groundbreaking work, “Security Analysis”, they laid the foundation for a rational, long term investment approach based on fundamental analysis and margin of safety.
Investment Policy
Piet Mondrian, Composition with Red, Blue, and Yellow (1930) – an icon of the De Stijl movement
Rules create clarity – in art as well as in investment.
Our investment strategy follows the principles of value investing and focuses on long term investments in undervalued quality companies. We deliberately avoid practices such as short term trading, derivatives, short selling, market timing, index replication, and FX hedging. The goal is to create long-term value through transparent and sustainable investments in resilient businesses.
Contact
Tel: +41 76 430 63 09
Email: ermal.alili@qualityfund.li
Mailing Address:
Quality Fund AGmvK
Postlagernd
Ermal Alili
Poststr. 3
8808 Pfäffikon SZ
Schweiz
Physikal Address:
Quality Fund AGmvK
c/o JURICON TREUHAND ANSTALT
Landstrasse 39
9490 Vaduz
Liechtenstein