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Dabei sollen zur Titelauswahl insbesondere Unternehmenskennzahlen, die Betrachtung von Wirtschaftszyklen und die jeweilige Branchenentwicklung herangezogen werden.\r\n \r\n Es soll sich dabei grundsätzlich um einen langfristigen Ansatz handeln.\r\n \r\n Als Finanzinstrumente kommen ausschließlich globale Einzeltitel in Betracht, alle anderen Finanzinstrumente sind grundsätzlich ausgeschlossen. 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