DGAP-News: Baader Bank AG / Key word(s): Alliance
Unterschleissheim, 28 January 2021: Baader Bank is expanding its existing equity research expertise with the intellectual property analysis of ARIAD Asset Management, based in Hamburg.
Using scientifically based quality factors, ARIAD analyses global patent data to determine the relative innovative capacity of companies worldwide. In particular, relatively unknown hidden champions (small/mid caps), which offer significant market potential with their future-oriented technologies, are identified.
Baader Bank is incorporating the innovative big data approach into its existing assessment process in order to expand and optimise its own research product portfolio. "ARIAD has many years of experience and a comprehensive track record in the big data and intellectual property analysis segment, with a focus on small- and medium-sized companies. With this know-how, we wish to achieve additional added value for our research and thus for our clients, and further expand the performance of our fundamental analyses. For example, with the intellectual property analyses, we hope to further increase our Baader Helvea top pick list performance with an alpha of around 266%* since its inception in 2013 and an alpha of over 41% in 2020" stated Oliver Riedel, Member of the Board of Directors at Baader Bank AG, commenting on the cooperation.
Currently, in-house research includes more than 600 European assets and is therefore one of the largest offerings available on the market. The areas of equity, credit and ESG are accessible for all individual assets via the interactive Baader Europe platform. This portfolio is also complimented by macro and ETF research.
"We are pleased about the research collaboration with Baader Bank AG and the opportunity to benefit from the long-standing fundamental expertise of Baader Europe Equity Research. As a result, we are able to further expand the outperformance potential of our patent approach within our own stock selection. In addition, we will gain further insights into future fund concepts, like those we have already successfully achieved with a cooperation partner in the healthcare sector", adds Klaus Walczak, co-founder of ARIAD.
The systematic approach has been successfully used by ARIAD Asset Management, a quantitative asset manager for institutional and private investors, as part of its own fund solutions to manage various fund products for more than five years. Amongst these is a mutual fund, which is currently rated with four stars in the Morningstar category "Global Equity Mid/Small Cap".
(* As at: 25 January 2021)
Florian E. Schopf
Tel. +49 89 5150 1013
This approach is grounded in the empirical finding that the performance of its own products and strategies is significantly higher than that of the respective peer groups. ARIAD Asset Management boasts decades of experience and does not offer any third-party products within the scope of its own mandates. It operates as a portfolio manager for outsourcing mandates as well as a traditional advisor.
ARIAD Asset Management has the approval of the German Federal Supervisory Authority for Financial Services (BaFin licence) and has supervisory authorisation for acquisition brokerage, investment advice, investment brokerage, investment management and financial portfolio management.
About Baader Europe
As well as stock research, ESG and credit research are also available for each registered company. In addition, Baader Bank's strategy and ETF research product supports institutional investors in their decisions on asset allocation and the implementation of active investment strategies together with stock re-search. Furthermore, the ETF research team of the Bank makes recommendations on short- and medium-term trading strategies for the use of ETFs.
Company website: www.baaderbank.de
28.01.2021 Dissemination of a Corporate News, transmitted by DGAP - a service of EQS Group AG.
Baader Bank AG
Weihenstephaner Str. 4
+49 89 5150 1013
+49 89 5150 1111
Regulated Unofficial Market in Berlin, Dusseldorf, Frankfurt, Hamburg, Hanover, Munich (m:access), Stuttgart, Tradegate Exchange
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