thumbnail image
broken image
broken image
broken image
  • TOPF
  • Investment product
  • Investment approach
  • Platform-Index
  • Press
  • Contact
  • …  
    • TOPF
    • Investment product
    • Investment approach
    • Platform-Index
    • Press
    • Contact
    broken image
    broken image
    broken image
    • TOPF
    • Investment product
    • Investment approach
    • Platform-Index
    • Press
    • Contact
    • …  
      • TOPF
      • Investment product
      • Investment approach
      • Platform-Index
      • Press
      • Contact
      broken image
      • The investment approach of The Original Platform Fund©

        broken image

        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.

        broken image

        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.

        broken image

        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.

        broken image

        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.

        broken image

        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.

        broken image

        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:

      Terms & Conditions
      Privacy Policy
        Home
        Contact
      Cookie Use
      We use cookies to ensure a smooth browsing experience. By continuing we assume you accept the use of cookies.
      Learn More