Laurenz Czempiel I Managing Partner

Explore new dimensions in investment management with our successful portfolio strategies based on innovative valuation methods. Our company offers a wide range of strategic approaches to meet your individual requirements. Discover the future of investment management with us and benefit from portfolio strategies based on innovation, diversity and customization.

Our services

  • Diversity of portfolio strategies:
    Our LeanVal Smart Beta strategies offer modular portfolio options that are tailored to your investment objectives and represent specific investment strategies or investment styles. For style investing in equity portfolios, we select stocks on the basis of defined characteristics such as financial ratios. This creates a portfolio that offers a superior risk/return ratio compared to the market (share index). With regard to European stock markets, we offer you advice based on our original 5-factor model.
  • LeanVal and Guru strategies:
    In addition to proven Guru strategies, our range also includes the innovative LeanVal strategies. LeanVal stands for an efficient and lean valuation approach that enables value potential to be identified and optimally utilized. Whether you are inspired by established strategies or prefer a more modern approach, we offer you the tools to achieve your investment goals.
  • Customized investment solutions:
    We understand that every investor is unique. We therefore not only offer ready-made strategies, but also enable you to implement your individual investment ideas. Our platform allows you to develop and implement customized portfolio strategies to ensure an optimal fit for your specific requirements.