Knowledge & research
Looking beyond the market.
We do not publish to convince. We publish what we have researched.
The week put in context, the stories underneath it and the research our decisions rest on. Backed by figures and method, not by adjectives.
Insight at every level
From fundamental research to meetings with specialists.
Research, context, background and meeting in person: four ways to keep a grip on what happens to your wealth.
01 · BOTS Selection Framework
The analysis framework behind every decision
Every month we assess the global fund universe with the same fixed framework: the same filters, the same measures, month after month. What passes the framework forms The Analysis you receive each month.
02 · Insights
The background behind the headlines
Depth that goes beyond the noise of the day and still reads easily. The broad lines and the longer movement, without having to be an analyst to follow them.
03 · Podcast & news
A monthly podcast about the reporting and The Analysis
Every month the podcast covers the funds and The Analysis from the BOTS Selection Framework, plus the most important moves in the market: taken apart and placed in context. So you not only know what is happening, you also understand why it matters. Together with interesting guests. The podcast is in Dutch.
04 · Events
Where knowledge and network meet
Your questions, straight to the specialist. Symposia, panel discussions and investor evenings where you meet specialists, put your own questions on the table and meet like-minded investors. In depth and personal, with a programme that is enjoyable as well as instructive.
Next edition · · Westerpark 166, Schagen
Articles
Featured from the knowledge base.
The most-read pieces from the knowledge base.
How does the core-satellite strategy work in practice?
The core-satellite strategy splits your portfolio into a stable core (70-80%) and flexible satellites (20-30%). That way you spread risk while still using market opportunities.
Read on · 6 min →What is an absolute return strategy and when does it work?
An absolute return strategy aims for a positive return in every market environment, not for beating a benchmark. How it works, who it suits and which risks come with it.
Read on · 6 min →What is in a fund prospectus and why should you read it?
A fund prospectus holds all the essential information about an investment fund: strategy, risks and costs. Here is how to read the document efficiently without a legal background.
Read on · 5 min →The Analysis in your inbox every month.
The free monthly analysis from the BOTS Selection Framework: our sharpest insights, without the noise.
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