News & Insights

COMPANY IN FOCUS
HEICO: Quality and integrity as a recipe for success in the niche market

HEICO Corporation has established itself as a leading independent supplier in the aerospace industry since the 1990s. The unique business model and good growth prospects have made HEICO a permanent fixture since the fund was launched in 2022. Warren Buffett also recently became a shareholder.

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COMPANY IN FOCUS
Atlas Copco's recipe for success: innovation and scalability

Atlas Copco, a leading Swedish industrial company, focuses its business model on innovation and scalability. Over the last 20 years, investors have realized over 20% returns per year. With 53,000 employees in 71 countries and an annual turnover of 15 billion euros, the company serves numerous industries, continuously invests in research and acquisitions and thus strives for sustainable growth.

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COMPANY IN FOCUS
Beiersdorf - From Hamburg pharmacy to global market leader in skin care

The pharmacist Paul C. Beiersdorf laid the foundation for his company's success in 1882. Today, the Beiersdorf Group employs almost 22,000 people and achieved record sales growth and operating profit margins in 2023. While the company is expanding its presence in new markets and driving forward its digital transformation, it is investing in new products and expanding its production capacities.

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COMPANY IN FOCUS
Deckers Brands: On thick soles to success

The success story of Deckers Brands is based on the success of the large, colorful HOKA running shoes and the fluffy luxury shoes from UGG. In addition to the high quality, the unusual design of the products, which also appeals to many younger customers, is decisive for the company's success. The company is a blank slate on the US stock market.

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COMPANY IN FOCUS
Novo Nordisk - the focus is on the patient

The Danish company, which specializes in diabetes, obesity, rare and chronic diseases, achieved excellent results in 2022 in terms of sales, return on investment and margin. Its management methodically monitors its risks and the company enjoys an excellent reputation among scientists. We are confident that the company will be able to maintain this course in the future.

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NEWS FROM KAHLER & KURZ
Boutique awards: Award for Best Newcomer

Kahler & Kurz Capital has been awarded the prestigious Boutiques Award 2023 as "Best Newcomer". We are proud to receive this award from the high-caliber jury and would like to thank our clients and partners as well as everyone who has supported us along the way. This recognition confirms our commitment to excellence and innovation in the fund industry. We are delighted that our efforts have been positively recognized outside of our client base.

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COMPANY IN FOCUS
Royal Unibrew - a refreshing success story

The Danish beverage producer has had an eventful history. After almost going bankrupt in 2008, the company was able to recover successfully and generate attractive returns for shareholders thanks to a convincing realignment. In the crisis year of 2022, Royal Unibrew has shown sensitivity in dealing with its historical legacy on the one hand and the operational challenges on the other.

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COMPANY IN FOCUS
Unilever - A brand giant on the verge of awakening??

Unilever can look back on an impressive success story. In recent years, however, operational development has stagnated. Under the leadership of the new CEO Hein Schumacher, an era of change and accelerated growth could be dawning. For us as investors, this presents an attractive risk/reward profile.

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