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Presentation - Gutzwiller Fonds Management AG

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Investment Universe<br />

Monitor<br />

BUY<br />

SELL<br />

Investment Framework<br />

� US Equities (approx. 5000 stocks)<br />

� Proprietary Valuation Screenings<br />

� 100-120 Stocks with strong fundamentals<br />

� Quantitative and Qualitative screening<br />

� Valuation vs. profitability<br />

� Solid Businesses and Products<br />

� Underlying financial condition<br />

� Growing earnings<br />

� Competitive advantage<br />

� <strong>Management</strong><br />

� Free cash flow<br />

� Dividends<br />

� Negative changes develop<br />

� High Valuation<br />

� Buying elements are no longer valid<br />

5

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