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.
.jpg)
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.
.avif)
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 December 2025, U.S. equity markets faced a more challenging month, giving back some gains recorded earlier in the year. Investor sentiment softened amid profit-taking and concerns around valuations and earnings momentum, resulting in negative monthly returns. Market performance was uneven, with defensives holding up better than growth-oriented areas as risk appetite moderated toward year-end.
Globally, equity markets also delivered a subdued performance. While some regions showed resilience, returns were pressured by weaker sentiment in developed markets and uncertainties. Emerging markets were mixed, with strength in parts of Asia offset by declines elsewhere, leading to an overall lackluster month for global equities.
European equity markets stood out with strong positive performance in December. Monthly returns were particularly robust, supported by improving investor confidence, easing financial conditions, and attractive valuations relative to other regions. Broad-based gains across sectors helped European equities outperform both U.S. and global markets, allowing the region to end the year on a positive note despite a challenging economic backdrop.
Source: Averdas Ag. Data as of 31. December 2025. Index performance based on total return (EUR/(USD)
Addressing the Challenges of the Century
Economic growth through productivity gains.
.svg)
.svg)
