The approach
The Original Platform Fund© is a business model fund. For this purpose, we analyze the business models of platform companies around the world to find the most modern and promising models. As platforms are now successful in almost all markets worldwide, we are not subject to any particular restrictions on regions or industries.
Platform companies
Platforms are the most successful digital business model and act as interaction managers between suppliers, demanders and ecosystem participants. These platform companies can benefit from two-sided and multi-sided markets, network effects and data monetization.
Portfolio adjustments
Modern ecosystem and information-driven platforms are considered for the fund. Stock selection is guided by an individual proprietary investment process to select the most promising platform models. We review current market developments to keep the most attractive stocks in the portfolio for us.
Active observation
Companies that are new to the stock market or have switched to a modern platform model are reviewed as candidates for the fund. A sale or exchange takes place when a company is more attractive, both fundamentally and quantitatively, than a company already in the portfolio.
Long-term thinking
In order to exploit their advantages, platforms often need a long start-up phase before they embark on their typical growth path. We therefore invest in the models for the long term, ideally right at the start of this growth path. Since good platform companies can better play out their advantages as they grow in size, we also hold their shares for the long term.
Global focus
In most industries, platforms have developed particularly well in regions with large populations, large numbers of companies and a high propensity to invest, such as the Americas and Asia. We are monitoring these markets closely, also looking at Europe, Africa and Australia, where successful platform models are currently establishing themselves.
© Copyright 2021, DEIX Digital Economy Investments GmbH
Terms & conditions ALPS Family Office AG
Privacy policy ALPS Family Office AG
Terms of DEIX Digital Economy Investments GmbH: