INVESTING SUCCESSFULLY
WITH GLOBAL PERSPECTIVE
INVESTING SUCCESSFULLY
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

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 USD 6,0 billion as of 31.12.2021.
www.lvamfunds.com

Factsheet LarrainVial Latam Small & Mid Cap Equity Fund
Factsheet LarrainVial Latam Equity Fund
Factsheet 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 € 4,9 billion as of 31.12.2021, 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

Factsheet DECALIA Circular Economy
Factsheet DECALIA Millennials
Factsheet 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. CHF 2.9 billion.
www.tareno.ch
Factsheet Tareno Global Water Solutions Fund I, EUR

London-based asset manager that is part of the independent investor group Anath Capital Group. Specialises in global and emerging market bonds. Risk-optimised portfolio. Group assets under management: USD 975 million as of 31.12.2021.
www.epicip.com/

Factsheet EPIC IP NFA Global Bond Fund
Factsheet EPIC IP Next Generation Global Bond 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

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 USD 6.2 billion as of 31.12.2020.
www.lvamfunds.com
Factsheet LarrainVial Latam Small & Mid Cap Equity Fund
Factsheet LarrainVial Latam Equity Fund
Factsheet 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 billion, 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

Factsheet DECALIA Circular Economy
Factsheet DECALIA Millennials
Factsheet 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. CHF 2.9 billion.
www.tareno.ch
Factsheet Tareno Global Water Solutions Fund I, EUR

London-based asset manager that is part of the independent investor group Anath Capital Group. Specialises in global and emerging market bonds. Risk-optimised portfolio. Group assets under management: USD 975 million as of 31.12.2020.
www.epicip.com

Factsheet NFA Global Bond Fund
Factsheet Next Generation Global Bond Fund
Fund Focus Next Generation Global Bond Fund
Fund Focus NFA Global Bond Fund