Menu
The LeanVal Group offers institutional and semi-institutional clients fundamental research, asset management and digital platforms for research, reporting, investment concepts and portfolio management. The team is guided by the conviction that the best possible support for investors should be provided by a specialist from the respective customer group. Personally and with the support of an efficient, digital platform. The LeanVal Group analyzes and invests for its customers, especially in companies that work sustainably, transparently and with added value. The management has many years of in-depth industry experience and interlinks this with its academic background to scientifically validated analysis and investment processes.
You will receive an individual solution according to your task.
Discover a new kind of interactive reporting.
Make use of our expertise in total return and equity strategies.
Offer your clients institutional investment expertise via a modern investment platform.
Become a co-investor in high quality companies with sustainable added value.
Rate companies with our research platform.
The LeanVal Group consists of LeanVal Invest GmbH and the subsidiaries LeanVal Research GmbH and Conservative Concept Portfolio Management (CCPM) AG . These companies implement our vision of digital research and asset management operationally.
Fundamental research
Stock research for approx. 600 European and approx. 500 US companies based on the ROIC process.
Own share valuation
You can use the “ValueXplorer” application to evaluate companies based on your own forecasts.
Stock selection
Create and test your individual equity strategies or follow the strategies of well-known stock market gurus.
Alternative strategies
Liquid alternatives (such as volatility) or private debt are increasingly establishing themselves as important components in modern strategic asset allocation.
Equity strategies
Factor strategies are based on academic approaches and their conception can have added value compared to equity strategies.
Multi-asset strategies
We combine our know-how with innovative concepts of allocation and risk management. The goal is a broadly diversified portfolio with an equity-like return with significantly lower fluctuations.
Investment concepts
Web-based portfolio analyzes and individual investment proposals with scenarios and stress tests.
Reporting / consolidation
Interactive reporting of your mandate or special fund. The LeanVal approach increases the informative value of the figures.
White label solutions
Use the different elements of our platforms to look after your customers.
Please use the contact form or your contact person to send your inquiries.
You can reach our research platform via the ‘Register / Login’ button in the menu bar.