In order to achieve the best investment performance for our clients we collaborate closely with independent research partners, the WU Gutmann Center for Portfolio Management at the Vienna University of Business and Economics as well as with best-of-breed securities experts.
Stocks for our flaship equity funds are selected by applying a stochastic model developed by Prof. Dr. Gerd Infanger, Stanford University. The portfolio composition follows the index and is value-oriented. The model is available exclusively to Bank Gutmann and clients from German-speaking countries. The process ensures optimal performance at reasonable risk.
For the best approach to a customised investment strategy, the Gutmann investment methodology combines Gutmann’s assessment of the market with client-specific needs.
In this process, we work together to define the key requirements for strategic orientation. Expectations regarding returns and risk tolerance are as important key parameters as the targeted duration of the investment and the amounts to be withdrawn. Legal and tax aspects are of course also taken into consideration.
For more information on our funds see Gutmann KAG.
