Investment Excellence

Guided by Logic.
Defined by Performance.

SALytic Invest AG manages capital through a lens of extreme analytical rigor. Our funds are not mere products; they are the architectural manifestation of our mx merchant screening methodology and deep fundamental research.

Institutional Inquiry
Primary Focus

Global Equities, European Dividends, and Multi-Asset Resilience Portfolio management for family offices.

Regulatory Framework

Full BaFin compliance with transparent ESG integration across all managed vehicles in Cologne.

Global Equity Fund Visual
Flagship Vehicle ISIN: DE000SALY012

SALytic Global Equity Fund

Our flagship strategy targets high-quality global enterprises identified through the mxmerchant quantitative framework. We prioritize companies with resilient cash flows and widening competitive moats, ignoring short-term market noise.

Objective Long-term Growth
Risk Class Moderate/High
Defensive Alpha

European Income Fund

Focused on established European blue-chips, this fund serves income-seeking investors and foundations requiring consistent stability and dividend yields.

  • Target Yield: 3.5% - 4.2%
  • Dividend Aristocrat Screening
  • Lower Volatility Pivot
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Thematic Growth

Thematic Growth Fund

Capitalizing on secular shifts: Digitalization, clean energy infrastructure, and healthcare innovation. We select the "picks and shovels" that enable future progress.

Secular Trends Technology
Multi-Asset Solutions

Multi-Asset Solutions

Customized orchestration of equities, bonds, and liquid alternatives. Designed for the holistic management of complex private and foundation portfolios.

Explore Wealth Architecture
Investment Philosophy

The SALytic Analysis Framework: Beyond Passive Exposure.

01

Quant Screen

Execution of the mx merchant algorithm to filter 8,000+ global entities down to a core watch-list of 200 based on ROCE and FCF stability.

02

Fundamental Deep-Dive

Direct analyst interaction with management, forensic accounting of balance sheets, and competitive moat assessment in Cologne.

03

ESG Scoring

Integration of sustainable metrics not as a luxury, but as a risk-mitigation tool. We avoid companies with high regulatory exposure.

04

Risk Calibration

Active portfolio sizing. We don't just pick stocks; we build a cohesive architecture where individual risks offset one another.

Precision background

"Our objective is not to follow the index, but to protect and grow substantial assets through unwavering analytical discipline."

SALytic Investment Committee, Cologne

The Case for Active Resilience

In an era of algorithmic dominance and passive saturation, the human analyst stays ahead by understanding the nuance of structural change.

At SALytic Invest AG, we acknowledge that market efficiency is an approximation, not a law. Opportunities arise when the market misprices stability or underpreciates the compounding power of a well-run industrial firm. By utilizing our proprietary mxmerchant analytic stack, we isolate high-conviction ideas that passive index funds are forced to overlook.

For our institutional clients and private family offices, this means access to a "Gallery of Assets"—a curated collection where every position is defensible, every risk is accounted for, and every decision is rooted in verifiable data. We do not chase the "investment of the season"; we build for the decade ahead.

15+ Strategy Maturity
100% In-House Research
0% Hidden Commissions

Process in Practice: The Industrial Archetype

How we select a core holding for our Global Equity Fund.

Scenario

An EU industrial leader faces short-term supply chain pressures, causing a 20% stock dip despite record orders.

SALytic Action

Analysts verify the cash flow cushion and long-term moat using mx merchant metrics. We enter the position during the noise.

Result

The market corrects within 18 months, rewarding the fundamental value over the transient volatility.

Strategic Depth Visual

Compounding: The Art of Repetition and Patience

Transparency for the Serious Investor

Due diligence is the hallmark of a professional relationship. We provide full access to factsheets, semi-annual reports, and tax declarations for our German and international clients.

Investor Portal

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Factsheet

Global Equity (Class I)

Factsheet

European Income (Class R)

Report

Q4 2025 Allocation Outlook

Guide

ESG Selection Framework

Ready to begin your allocation?

Our portfolio managers in Cologne are available for in-person consultations.

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