Johannes Führ

Consortia is an active, value-oriented investor which manages portfolios invested across asset classes and market caps with a long-term outlook. Their main in-house managed fund focuses on US small- and mid-cap equity. The firm selects stocks based on top-down macroeconomic fundamental research and quantitative analysis. They utilize a proprietary Insider-Rating-System, which analyzes directors' dealings. The tool screens all directors' dealings and aims at selecting 'top insiders' by analyzing market fluctuations before and after each director transaction so as to identify directors making informed investments.

JFV is an active, conservative investor and manages portfolios invested globally through equity, fixed-income and asset allocation funds. They also manage private portfolios tailored to suit the individual needs of their clients. The firm aims to identify companies with good fundamentals and liquid stocks, which they hold in portfolios that are diversified across regions and sectors with a view to achieving total return. They only use benchmarks to measure performance. JFV follows a top-down investment approach, based on macroeconomic research, which begins with asset, country and sector allocation and ends with the fundamental assessment of individual investment opportunities. The firm's research processes are supported by quantitative computer models.

Provides investment advice

Provides Investment Advice