FORUM Family Office Value Fund
The FORUM Investment Philosophy
The FORUM Family Office Value Fund (a Luxembourg SICAV) offers institutional and professional investors the opportunity to participate in our European value investing strategy. The fund pursues a disciplined, long-term investment approach in the public capital markets. Interested investors can join FORUM's family members, employees and business partners in an investment vehicle that aims for strong, sustainable returns over decades.
Value Investing Principles
- Intrinsic Value as Foundation: “Value is what you get, price is what you pay.”
- In-depth fundamental analysis: “Know what you own”, “Internal Compounding”
- Concentrated Portfolio: Buffett's "20-Punch-Card" Approach
- Patience pays off: We wait for the right investment opportunity
- Risk definition: Risk is understood as permanent loss of capital, not as volatility
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Further Information
Important documents and certificates are available on request.
These documents are intended exclusively for professional investors. You will receive them after confirmation. Request documents
FFOVF Fund Documentation on Axxion: View
Contact
Uhlandstraße 5, 80336 Munich
+49 89 273749 - 0
info@forumgruppe.de