Scientifically Proven Asset Management | Productivity Leaders Funds
Unlock superior returns with Averdas Funds. Invest in firms excelling in productivity, growth, and resilience. Discover advanced, data-driven strategies.
Driven by Key Productivity Factors. At the core of Averdas Productivity Leaders Fund lies a Multi-Factor investing approach, strategically identifying companies that excel in key areas such as operational efficiency, innovation, and financial resilience. These factors are directly linked to productivity by highlighting firms that efficiently allocate resources, consistently innovate to stay competitive, and maintain stability through evolving market conditions. By leveraging advanced analytics, the fund pinpoints opportunities where these factors align, fostering sustainable growth and superior long-term returns.
Productivity Factors in Investing
Data-Driven Asset Selection
Data-Driven Selection
Employ advanced quantitative models to assess firm productivity.
Use alternative data sources to uncover unique investment opportunities.
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Multi-Factor Integration
Combine individual productivity factors into a cohesive, high performing portfolio.
Optimize both growth and stability for balancing correlated factors.
Sustainability & Resilience
Prioritize companies demonstrating sustainable resource use and the ability to adopt to market volatility.
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Discover our Process
Step by Step
The Averdas investment process is divided into different levels. At each of these levels, various factors are analyzed each time on the basis of the specific universe.
01
Eligible Universe
Definition of Universe with more than 1'000 companies.
02
Averdas Analytics of TOP 100 Asset Factor Firms
Factor calculation of asset productivity Leaders resulting in TOP 100 companies.
03
Averdas Analytics of TOP 50 Process Factor Firms
Factor calculation of process productivity within asset productivity Leaders for TOP 50 companies.
04
Averdas Analytics of TOP 30 Resilience Factor Firms
Factor calculation of resilience within process and asset productivity Leaders for TOP 30 companies.
05
Matching and Portfolio Implementation
Implementation of a portfolio of 30 companies.
Averdas Factor Indices Summary
In March, global markets experienced a sharp risk-off selloff driven by the escalation of the US-Iran conflict. This introduced a significant geopolitical risk premium, triggering a spike in oil prices, rising interest rates, and a continued rotation away from mega-cap technology equities.
U.S.
Equity Contraction: The S&P 500 and small- and mid-cap indices posted significant declines. Investor focus shifted from earnings to geopolitical risks and energy price trajectories.
Extreme Sector Dispersion: The energy sector gained over 10%. Industrials and healthcare experienced capital outflows. Daily equity returns exhibited a strong negative correlation with energy price fluctuations.EU
Reversal of YTD Gains: European equities suffered disproportionate losses, erasing positive momentum.
Monetary Policy & Earnings: The European Central Bank (ECB) maintained rates while signaling potential future hikes. Concurrently, investor confidence in a sustained corporate earnings recovery deteriorated, as an opaque energy outlook hindered reliable forward guidance.
Sector Rotation: Similar to the US market, energy-related assets outperformed, while consumer and industrial equities faced downward pressure.Global equities were mixed, with clear regional differences. Outside the U.S., several developed markets performed well, but parts of Asia remained fragile as foreign flows remained cautious, particularly in technology-heavy markets facing valuation sensitivity and heightened geopolitical risk. China remained a focal point, with authorities balancing market-supportive goals against tighter oversight and ongoing structural challenges, leaving investors selective and quick to de-risk on negative headlines.
Overall: In February, the U.S. showed more rotation and narrower leadership, Europe remained steady, and global markets advanced amid uncertainty. Equity performance is driven by earnings and clarity, so markets may fluctuate when those signals change.
Source: Averdas Ag. Data as of 31. March 2026. Index performance based on total return (EUR/(USD)
Addressing the Challenges of the Century
Economic growth through productivity gains.
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