Presentation - Gutzwiller Fonds Management AG
Presentation - Gutzwiller Fonds Management AG
Presentation - Gutzwiller Fonds Management AG
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Investment Objective<br />
• <strong>Gutzwiller</strong> ONE is a value fund seeking long-term growth of capital by investing in US equities<br />
• Mainly invests in well-established companies with global operations at an attractive valuation<br />
Strategy<br />
• <strong>Management</strong> utilizes a highly disciplined, bottom-up, value-oriented approach (proprietary model)<br />
• The bottom-up approach is based on extensive company analysis and industry research<br />
• Investment strategy is independent of sector orientation or other restrictive methodologies<br />
• No cash allocation<br />
Philosophy<br />
• Conservative The fund maintains a conservative and long-term view and avoid market excesses<br />
• Solid Invests in listed US securities with diversified businesses and global operations<br />
• Conviction Concentrated within 30-40 stocks with the most potential
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