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Zum Anlageuniversum sollen neben den Aktien des Bauhauptgewerbes auch Aktien von Zulieferern, Baustoffproduzenten, Baustoffhändlern, spezialisierten Softwareanbietern, Dienstleistern, Konzessionären und Immobilienfinanzierern gehören. Das können beispielsweise auch Betreiber von Autobahnen oder etwa medizinischen Einrichtungen sein, aber auch Rohstoffunternehmen, die Baustoffe anbieten. Vorrangig soll in Unternehmen investiert werden, die in Europa ansässig sind.\r\n Die Auswahl der Unternehmen soll in der Regel folgendermaßen erfolgen: Risiko und Rendite sollen möglichst in einem optimalen Verhältnis zueinander stehen. Für die Entscheidung sollen die erwarteten Renditen und die Risikoeinschätzungen der Werte essentiell sein. Die zu erwartende Rendite soll aus dem Trend des Kursverlaufs und aus den Analystenmeinungen ermittelt werden. 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