• Global valuation-driven strategy with high alpha generation over a track record of 20 years.
• Bottom-up fundamental approach to portfolio construction, combining active company research with systematic portfolio construction
• High active share and benchmark agnostic – entirely driven by stock selection
• Proprietary and unique company analysis with a team of over 50 investment professionals performing due diligence on over 900 companies in a consistent and comparable fashion
• A range of global and regional strategies which are exposed to value and quality factors
• Total AUM for CROCI strategies is over EUR 6bn across both retail and institutional clients across the globe

A rigorous analysis of a company’s fundamentals is essential for assessing the underlying economic valuation. The challenge is to achieve consistency and comparability across all companies globally. This has been at the heart of CROCI since 1996. Using CROCI, only once proper due diligence and analysis has taken place, a bottom-up portfolio can be constructed without any top-down influence.

CROCI develops and maintains global, regional and thematic investment strategies in accordance with the CROCI philosophy.