Shareholder Value Management AG
Overview
Shareholder Value Management AG is a Frankfurt-based investment firm specializing in value-oriented investments. The firm focuses on identifying undervalued companies with strong potential for long-term capital appreciation. Their investment philosophy emphasizes the intrinsic value of a company's business model and future cash flows, rather than short-term stock prices. The firm's strategy involves investing in companies with a significant economic moat and a capable management team. They prefer owner-operated or family-run businesses, believing that such companies are better positioned to create sustainable shareholder value. The firm also considers the psychological aspects of the market, aiming to capitalize on market inefficiencies. Shareholder Value Management AG manages several funds and mandates, including the Frankfurter Aktienfonds für Stiftungen, Frankfurter Stiftungsfonds, Frankfurter Value Focus Fund, and PRIMA - Globale Werte. They also manage the non-profit Share Value Stiftung and the Shareholder Value Beteiligungen AG. The firm's assets under management total approximately €2.0 billion. Their investment approach is rooted in the principles of value investing, as advocated by Benjamin Graham and Warren Buffett. The firm aims to achieve long-term capital preservation and growth by investing in undervalued companies with strong fundamentals and a clear path to future profitability.
Investment Focus
- Undervalued companies with strong fundamentals
- Owner-operated or family-run businesses
- Companies with a significant economic moat
- Long-term investment horizon
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Shareholder Value Management AG
What sectors does Shareholder Value Management AG invest in?
Shareholder Value Management AG invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Frankfurt Am Main, Hessen, Germany. Shareholder Value Management AG is listed as a private investment firm in the ConnectSafely investor database.
What stage does Shareholder Value Management AG invest at?
Shareholder Value Management AG backs companies at Growth, Late Stage and Buyout, writing cheques of 1M - 50M.
Which regions does Shareholder Value Management AG invest in?
Shareholder Value Management AG invests across Germany, Switzerland and Austria.
Who are the partners at Shareholder Value Management AG?
Team members listed for Shareholder Value Management AG include Frank Fischer (CEO & CIO) and Jane Autry (Business Owner).
What companies has Shareholder Value Management AG invested in?
Shareholder Value Management AG's portfolio includes Siemens, BASF, Volkswagen, Deutsche Telekom, Deutsche Bank, SAP, Allianz and BMW.
How do I contact Shareholder Value Management AG?
Shareholder Value Management AG's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
