Since 2009, Forinvest GmbH invests its own funds in listed stocks from selected companies in the forestry sector. The following table lists the achieved net performance on the invested capital, calculated in Swiss Francs (CHF) and indicated in percent. Until the end of 2008, Forivest's liquidity was not invested in company stocks.
|
Year |
2008 |
2009 |
2010 |
2011 |
2012 |
||
|
Performance (%) |
---- |
+38.2 |
+9.0 |
+25.4 |
n.a. |
The investing strategy of Forinvest GmbH consists in very selectively acquiring stocks of companies that, in relation to their estimated value, are offered to a favorable price. Once a stock is bought, it is held for an indefinite time horizon.
To prevent conflicts of interest, Forinvest GmbH discloses its own investments to its clients when the nature of the consulting mandate renders it necessary.