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We see ourselves as a sustainable financial company, focused on the specific needs and goals of our customers. We specialize in institutional, semi-institutional investors and professional clients.
LeanVal offers both qualitative fundamental research and asset management services with a focus on “Smart Beta” and “Alternative Investment” strategies.
LeanVal Asset Management AG was originally founded in 1991 as Conservative Concept Portfolio Management (CCPM). AG was founded and developed into an established provider of alternative option-based volatility strategies as well as multi-asset strategies. Today, LVAM AG manages several hundred million euros for investors from the DACH region with 14 employees.
LeanVal Asset Management AG is a stock corporation under the laws of the Federal Republic of Germany. It is supervised by the German Federal Financial Supervisory Authority (BaFin) and manages equities and alternative investments with a volume in the single-digit billion range.
The core competencies lie in the management of benchmark-independent strategies with a focus on liquid, exchange-traded financial instruments. LVAM AG thus offers its customers additional benefits in terms of steady and risk-optimized returns in almost any market environment.
With our expertise in accounting and company valuation, LeanVal Research GmbH prepares historical annual financial statements and creates forecast annual financial statements for the future. Our goal is an above-average high quality of the data in terms of topicality, completeness and plausibility. Unlike our competitors, we differentiate between the total cost and cost of sales method.
We are accounting and business valuation specialists with a particular focus on business unit risk evaluation, determining value drivers over time, and competitive analysis. The stringent analysis and valuation approach, based on the ROIC valuation (“Return on Invested Capital”), is supported by our proprietary software with elements of artificial intelligence.
Our solitary digital platforms enable our customers to use high-quality research, to use investment consulting functions for their own purposes and to receive individual reporting tailored to their specific needs.
The management has many years of in-depth industry experience in asset management and wealth management. The entire team is guided by the conviction that the best possible care for investors is guaranteed by specialists who have years of experience and in-depth knowledge of the respective customer group. We achieve the best possible results for our clients through the use of advanced digital technology for transparent and fast processing of customer interactions as well as intelligent instruments and methods for investment decisions.
Responsible for strategy and business development
Over 25 years of experience in wealth and asset management
Former Member of the management board of Donner & Reuschel AG
Member of the Board of Management of Commerzbank Pension Trust
Honorary Professor for Finance and Banking at Munich Business School
Responsible for platforms and investment solutions
Over 20 years of management experience in various private banks
Former Head of Investment Office at Vontobel
Former Member of the investment committee at Sal. Oppenheim
Former Head of Asset Management at Bankhaus Reuschel & Co.
Responsible for research and investment strategy
Over 25 years of experience in asset management
Former Member of the Board of Management of Palladin Asset Management
Former Head of Equity Research at WestLB Mellon Asset Management
Professor of Corporate Finance and Accounting at the FOM