WITH GLOBAL PERSPECTIVE
WITH GLOBAL PERSPECTIVE
For investors with vision: offering niche market-managers that provide excellent risk-return profiles
Within the complexity of global capital markets, we identify innovative, performing and suitable product-perls for our clients. We offer excellent product solutions, managed by highly specialised niche manager, to our professional investors in Germany and Austria. Based on specific risk-return requirements we screen international capital markets on behalf of our clients. We understand not only the investment cultures of our product partners but also the history and the people behind it.
Convincing global investment strategies
Through our global network and our many years of experience abroad, we offer valuable additional information about global capital markets and their specific behavior beyond the usual press channels. At the same time, we keep an eye on the local regulatory framework.
As an independent investment advisory and brokerage boutique, we develop individual investment strategies in cooperation with our managers that are tailored to the German market. In general, our product partners do not have their own marketing presence in Germany. They follow the highest quality standards in their home country and therefore enjoy an excellent reputation.
OUR MANAGERS – GLOBALLY CONNECTED
One of the largest independent providers specialising in investments in Asia. Based in California/USA. Investment style based on bottom-up research, delivers positive, risk-adjusted relative performance. Assets under management: approx. 10,00 Mrd. USD per 31.12.2023
www.matthewsasia.com
Matthews Asia – Asia Dividend Fund
Matthews Asia – Asia ex Japan Total Return Equity Fund
Matthews Asia – Asia Innovative Growth Fund
Matthews Asia – Asia Small Companies Fund
Matthews Asia – Asia Sustainable Future Fund
Matthews Asia – China Dividend Fund
Matthews Asia – China Fund
Matthews Asia – China Small Companies Fund
Matthews Asia – India Fund
Matthews Asia – Japan Fund
Matthews Asia – Tiger Fund
LarrainVial Asset Management is a subsidiary of LarrainVial, one of the largest independent financial institutions in Latin America, based in Chile. Focus on Latin American equities and corporate bonds. Assets under management: approximately 6,00 Mrd. USD per 31.12.2023
www.lvamfunds.com
LarrainVial Latam Small & Mid Cap Equity Fund
LarrainVial Latam Equity Fund
LarrainVial Latam Corporate Debt Fund
Established in Geneva in 2014, DECALIA SA is a private and institutional investment management company. With more than 60 employees and assets under management that stand at 4,80 Mrd. CHF per 31.12.2023, DECALIA has expanded rapidly, in particular thanks to its active-management experience built up over the last 30 years by its founders. The strategies developed by DECALIA focus on four investment themes deemed promising in the long term: disintermediation of the banking sector, the search for yield, new consumption trends and market inefficiencies. DECALIA is regulated by FINMA through a collective investment manager’s licence (LPCC).
www.decaliagroup.com
DECALIA Circular Economy
DECALIA Sustainable Society
Basel-based asset manager with focus on equities in the water sector. Since 2018 FNG seal for sustainability. One of the largest independent asset managers in Switzerland. Assets under management: approx. 2,8 Mrd. CHF per 31.12.2023
www.tareno.ch
Tareno Global Water Solutions Fund I, EUR
A US based, specialist private and public credit manager.
Assets under Management: 205 Mrd. USD per 31.12.2023
www.tcw.com
TCW Core Plus Bond Fund
TCW High Yield Bond Fund
TCW Unconstrained Bond Fund
TCW Income Fund
TCW Global Securitized Fund
TCW High Yield Sustainable Bond Fund
TCW Emerging Markets Sustaibnable Income Fund
For investors with vision: offering niche market-managers that provide excellent risk-return profiles
Within the complexity of global capital markets, we find identify innovative, performing and suitable product-perls for our clients. We offer excellent product solutions, managed by highly specialised niche manager, to our professional investors in Germany and Austria. Based on specific risk-return requirements we screen international capital markets on behalf of our clients. We understand not only the investment cultures of our product partners but also the history and the people behind it.
Convincing global investment strategies
Through our global network and our many years of experience abroad, we offer valuable additional information about global capital markets and their specific behavior beyond the usual press channels. At the same time, we keep an eye on the local regulatory framework.
As an independent investment advisory and brokerage boutique, we develop individual investment strategies in cooperation with our managers that are tailored to the German market. In general, our product partners do not have their own marketing presence in Germany. They follow the highest quality standards in their home country and therefore enjoy an excellent reputation.
OUR MANAGERS – GLOBALLY CONNECTED
One of the largest independent providers specialising in investments in Asia. Based in California/USA. Investment style based on bottom-up research, delivers positive, risk-adjusted relative performance. Assets under management: approx. 10,00 Mrd. USD per 31.12.2023
www.matthewsasia.com
Matthews Asia – Asia Dividend Fund
Matthews Asia – Asia ex Japan Total Return Equity Fund
Matthews Asia – Asia Innovative Growth Fund
Matthews Asia – Asia Small Companies Fund
Matthews Asia – Asia Sustainable Future Fund
Matthews Asia – China Dividend Fund
Matthews Asia – China Fund
Matthews Asia – China Small Companies Fund
Matthews Asia – India Fund
Matthews Asia – Japan Fund
Matthews Asia – Tiger Fund
LarrainVial Asset Management is a subsidiary of LarrainVial, one of the largest independent financial institutions in Latin America, based in Chile. Focus on Latin American equities and corporate bonds. Assets under management: approximately 6,00 Mrd. USD per 31.12.2023
www.lvamfunds.com
LarrainVial Latam Small & Mid Cap Equity Fund
LarrainVial Latam Equity Fund
LarrainVial Latam Corporate Debt Fund
Established in Geneva in 2014, DECALIA SA is a private and institutional investment management company. With more than 60 employees and assets under management that stand at 4,80 Mrd. CHF per 31.12.2023, DECALIA has expanded rapidly, in particular thanks to its active-management experience built up over the last 30 years by its founders. The strategies developed by DECALIA focus on four investment themes deemed promising in the long term: disintermediation of the banking sector, the search for yield, new consumption trends and market inefficiencies. DECALIA is regulated by FINMA through a collective investment manager’s licence (LPCC).
www.decaliagroup.com
DECALIA Circular Economy
DECALIA Sustainable Society
Basel-based asset manager with focus on equities in the water sector. Since 2018 FNG seal for sustainability. One of the largest independent asset managers in Switzerland. Assets under management: approx. 2,8 Mrd. CHF per 31.12.2023.
www.tareno.ch
Tareno Global Water Solutions Fund I, EUR
A US based, specialist private and public credit manager.
Assets under Management: 205 Mrd. USD per 31.12.2023
www.tcw.com
TCW Core Plus Bond Fund
TCW High Yield Bond Fund
TCW Unconstrained Bond Fund
TCW Income Fund
TCW Global Securitized Fund
TCW High Yield Sustainable Bond Fund
TCW Emerging Markets Sustaibnable Income Fund
