Hanseatic Hunter
Fusion Investor
"Fusion Investing" is our unique, disciplined investment strategy. We merge fundamental analysis with investor psychology. It is ideal for long/short investing and allows for asymmetric returns. Please see attached paper -->
01
Information Stream
These sources can be your daily starting point. They will enable you to follow and manage the plethora of market news and signals.
02
Fundamental Factors
Over the long-term, stock prices are driven by earnings growth which in turn is determined by how well the underlying business of the company is doing.
03
Sentiment Factors
Over the short- to medium-term, stock prices often greatly deviate from their fundamental value. Understanding investors' psychology at the stock level is key in assessing potential vs. risk.
04
Market Environment
Knowing what is happening in the stock market at the aggregated level is important from a risk perspective. Even the best companies ,ay not perform in certain environments. These sources help you with the determination and make you aware of risks, but don't use them as top-down shortcuts.
The "Global South" are the fastest growing economies, accounting for about 2/3 of incremental global GDP growth: These are their biggest daily newspapers.
