ISV Equity Strategy I

The ISV Equity Strategy I is an actively managed collective investment fund that invests 100% in US equities. Stock selection is carried out by ISV, with 15% of the companies selected from the S&P 1500 and generally weighted according to their market capitalization. However, to give highly attractive stocks a higher weighting, ISV can deviate from these weightings by up to 20% (in total). To avoid one-sided risks, a single company can achieve a maximum weighting of 15% in the portfolio.

The strategy was developed by Dr. Jan Pichler in his doctoral thesis and is a variation of the profitability factor.