deterioration in its investment thesis

German translation: Verschlechterung der Anlagethese / Anlageeinschätzung

GLOSSARY ENTRY (DERIVED FROM QUESTION BELOW)
English term or phrase:deterioration of investment thesis
German translation:Verschlechterung der Anlagethese / Anlageeinschätzung
Entered by: Heike Kurtz

07:57 Aug 10, 2020
English to German translations [PRO]
Bus/Financial - Investment / Securities
English term or phrase: deterioration in its investment thesis
The three biggest contributors to performance were XXX, YYY, and ZZZ, all up following better than expected results, while the three biggest detractors were AAA, BBB, and CCC.

In terms of management transactions, DDD was sold after having reached our price objective, while materials company EEE was sold due to a ***deterioration in its investment thesis***.


Wie versteht ihr das?
Olaf Reibedanz
Colombia
Local time: 23:59
Verschlechterung der Anlagethese
Explanation:
Anlagethese = Aspekte, die den Fondsmanager dazu veranlassen, eine günstige Entwicklung zu erwarten und ein Wertpapier zu kaufen.

Wenn diese Aspekte sich verschlechtern, wird man dazu tendieren, den Titel entweder abzustoßen oder zumindest nicht noch mehr davon zu erwerben.
Selected response from:

Heike Kurtz
Germany
Local time: 06:59
Grading comment
Danke, Heike!
4 KudoZ points were awarded for this answer



Summary of answers provided
4 +1Verschlechterung der Anlagethese
Heike Kurtz


  

Answers


10 mins   confidence: Answerer confidence 4/5Answerer confidence 4/5 peer agreement (net): +1
Verschlechterung der Anlagethese


Explanation:
Anlagethese = Aspekte, die den Fondsmanager dazu veranlassen, eine günstige Entwicklung zu erwarten und ein Wertpapier zu kaufen.

Wenn diese Aspekte sich verschlechtern, wird man dazu tendieren, den Titel entweder abzustoßen oder zumindest nicht noch mehr davon zu erwerben.

Heike Kurtz
Germany
Local time: 06:59
Specializes in field
Native speaker of: Native in GermanGerman
PRO pts in category: 116
Grading comment
Danke, Heike!

Peer comments on this answer (and responses from the answerer)
agree  Steffen Walter: oder Anlageeinschätzung
14 hrs
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