Our Portfolio

Detailed information about the current composition of our value portfolio, new investments, performance reports and research material is accessible for ARX-Value clients only.

If you're interested to learn more about our approach or to become a client, please feel free to explore our website and don't hesitate to get in contact with us.

We are always screening the investment universe for upcoming value opportunities.

Besides our own expertise, insight and the quantitative tools we apply, an additional component in finding new investment ideas is our expanding value network. This serves to discuss investment cases, challenge/back test certain viewpoints or exchange knowledge/experience in a practical and an academic sense.

You're always welcome to become a member of our value network! Let us know what you currently think is a compelling investment case or interact with us to validate insights, valuation models and more. To establish contact or to submit documents/data files please visit the contact section of our homepage.

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