The Asilo Argo Fund
Asilo Argo (non-UCITS) fund invests globally in companies that have long-term potential to become category winners.
We invest with high conviction and restrict the amount of portfolio companies to max 20.
Our investment philosophy
There are no straight forward solutions in an increasingly complex and uncertain world.
At Asilo, we approach investing as intellectual unstructured problems that require a combination of numerical data and human insights for optimal decision-making.
We believe in active commitment and focus, and invest in 10-20 companies globally with a substantial long-term growth potential. This focus allows us to devote a considerable amount of time to continuously monitor the companies, business environments, strategy & leadership, life cycles, supply chains, and relevant secular trends.
We use economic added value as the starting point and firmly believe a cross-disciplinary approach together with an unprejudiced mindset help us identify the best investment opportunities.