Sustainability

ACATIS Fair Value Spezial 05/2025

This issue focuses entirely on the Markel Group, a U.S. insurer often compared to Berkshire Hathaway. Markel stands out for its streamlined management, long-term value investing, and growing commitment to sustainability. Despite strong returns (11.6% p.a.), the company still lags in addressing climate risks and implementing comprehensive sustainability policies. ACATIS assigns Markel a Sustainability Level 3 rating.

Investment report May 2025

We invest in german sustainability. In this context, we assume the perspective of an owner with a long-term outlook.