Strategies

World Stars Global Equity Strategy

A high-conviction, global equity strategy focused on quality and long-term capital growth. The investment objective is to grow capital at 8%-10% pa or more, whilst beating the MSCI World Index over the cycle.

Strategy Overview

The World Stars Global Equity strategy is a concentrated, benchmark-unconstrained portfolio of 20-30 large and mega-cap companies. Every holding is selected through proprietary bottom-up research, based on a long-term investment horizon, clear quality criteria and valuation discipline.

The strategy targets high risk-adjusted returns through fundamental security selection. Portfolio turnover is low, and positions are held for five years or longer where conviction is maintained.

The strategy is managed by a team of nine investment professionals, led by Christopher Rossbach (Portfolio Manager) and Katerina Kosmopoulou (Deputy Portfolio Manager).

Clients can access our World Stars Global Equity strategy through a UCITS Fund, a Delaware LP (for Accredited Investors and Qualified Purchasers), or separately managed accounts, depending on individual requirements, jurisdiction, and preference.

For further information please contact us here.

Strategy Documents

Fact Sheets KIIDS PRIIPS Documentation Annual Report

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The KIIDs (Key Investor Information Docs) for each share class provide you with key investor information about the World Stars Global Equity Fund. They are not marketing material. The information is required by law to help you understand the nature and risks of investing in this fund. You must read the KIID so you can make an informed decision before deciding to invest. If you are unsure about the suitability of this fund, please consult a financial adviser. J. Stern & Co. is unable to provide such advice to you.

KIID Share | Class A1

Currency: USD

KIID Share | Class A1

Currency: GBP

KIID Share | Class A1H

Currency: GBP

KIID Share | Class A1

Currency: EUR

KIID Share | Class A1 ENG

Currency: CHF

KIID Share | Class A1 CH

Currency: CHF

KIID Share | Class A5

Currency: USD

KIID Share | Class B1

Currency: USD

KIID Share | Class B1

Currency: GBP

KIID Share | Class B1

Currency: EUR

KIID Share | Class L1

Currency: USD

KIID Share | Class L1

Currency: GBP

KIID Share | Class L1

Currency: EUR

The PRIIP KIDs (Packaged Retail and Insurance Investment Product Key Information Document) for each share class provide you with key investor information about the World Stars Global Equity Fund. They are not marketing material. The information is required by law to help you understand the nature and risks of investing in this fund. You must read the PRIIP so you can make an informed decision before deciding to invest. If you are unsure about the suitability of this fund, please consult a financial adviser. J. Stern & Co. is unable to provide such advice to you.

PRIIP Share | Class A1

Currency: USD

PRIIP Share | Class A1

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PRIIP Share | Class A1

Currency: EUR

PRIIP Share | Class A1

Currency: CHF

PRIIP Share | Class B1

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PRIIP Share | Class B1

Currency: GBP

PRIIP Share | Class B1

Currency: EUR

PRIIP Share | Class C1

Currency: USD

Your subscription is on the basis of the Prospectus of the Alpha UCITS SICAV, the umbrella fund for the World Stars Global Equity Fund. The Special Section gives you information that is unique to the World Stars Global Equity Fund.

If you wish to invest directly, then you can open an account directly using the Account Opening Form. Once your account is opened, you can subscribe for more shares using the Subscription Form.

Full Prospectus I ENG

Abridged Prospectus | ENG

Full Prospectus | CH

Abridged Prospectus | CH

Account Opening Form for Entities

Account Opening Form for Retail Investors

Redemption Form

Conversion Form

Transfer Form

Subscription Form

Annual Report | 2025

Annual Report | 2024

Half Year Report | 2024

German Tax Report 2024

Annual Report | 2023

Half Year Report | 2023

German Tax Report 2023

Webinars | October 22, 2025

Strategies

World Stars Global Equity Strategy

A high-conviction, global equity strategy focused on quality and long-term capital growth. The investment objective is to grow capital at 8%-10% pa or more, whilst beating the MSCI World Index over the cycle.

Strategy Overview

Strategy Documents