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Many fund boutiques have distinct expertise and passion in the field of value investing: “Pleasure in work makes the work come out right” (Aristotle). Markus Hill spoke on behalf of FONDSBOUTIQUEN.DE with Dominikus Wagner, founder of the Bonn-based asset management firm Wagner & Florack, about the ownership approach, skin-in-the-game and […]

FUND BOUTIQUES & PRIVATE LABEL FUNDS: Value Investing, Aristoteles, Fund …

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Key Contacts
  • Markus Hill                                                                                           Markus Hill is founder and chief editor of fundboutiques.com. Email:markus.hill@fondsboutiquen.de

Independent asset managers (fund boutiques) are extremely popular with private and institutional investors. Regardless of the respective asset class (shares, pensions, real estate, etc.) and the product packaging (mutual funds, segregated accounts, AIF), the strongly entrepreneurial asset managers score with independence (U – Unabhängigkeit), specialization (S – Spezialisierung) and authenticity (A – Authentzität).

In nearly all cases there is no group loyalty, one concentrates on one or a few asset classes, one has skin-in-the-game: authenticity means that in many of these owner-managed houses the funds (private label funds) are often started with their own money and that the entrepreneurs (fund initiators) „burn“ for their cause.

The independent website fondsboutiquen.de is happy to discuss the above-mentioned topics and is thankful for input, ideas, and suggestions in this market segment: redaktion@fondsboutiquen.de

                                                                                                           

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