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In line with our clearly defined investment concept the focus is on investments in the Eastern European countries which recently joined the EU and adopted the euro or have stated
their intention to do so. The opportunities for growth and rising prices associated with this convergence process are the main reason for making investments in this region. In
addition, investment opportunities are also identified in the larger "Emerging Europe", e.g. in Russia.
Our Eastern European Equities investment team carries out its own research, and management makes regular visits to the countries in question. This makes us independent of brokers'
recommendations. The Eastern European Equities investment team has been working exclusively on this market for many years and has forecasting models for around 100 companies (key
data, DCF valuation).
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