Family Offices

SPECIAL FUND SOLUTIONS

In preparation.

PORTFOLIO STRATEGIES

Thanks to our innovative valuation method, we offer a variety of portfolio strategies, ranging from single styles to multi-factor combinations and long-short approaches. Whether you are interested in our LeanVal strategies, established Guru strategies or would like to implement your own individual strategies - we can provide you with an efficient and customized investment solution

RESEARCH

We specialize in the processing of fundamental company and macro data. Our experts overwrite misleading data from established providers and guarantee unique data quality thanks to their expertise. Benefit from sector-specific key figures and the consideration of ESG sustainability criteria. With access to hundreds of macro and micro-research reports, we strengthen your decision-making basis.