ansa capital management is an investment boutique. Owner-managed, self-invested and independent.
We focus on developing and implementing global total return and absolute return strategies on a quantitative basis. Global Macro is our passion.
For us, total return means taking responsibility for the performance and risk of a portfolio independent of a benchmark. Our absolute return strategies focus on fixed risk targets and the achievement of market-independent returns.
Building on the scientific knowledge of the last 50 years and curiosity about new methods in modern portfolio management, we implement investment decisions in a disciplined manner. Traceable causalities and active risk management are indispensable for us. Binding rules are important for this. The success driver of all strategies is a stringent investment process.
At ansa capital management you will find young professionals and very experienced portfolio managers in a special symbiosis. We are characterized by a high professional standard in everything we do. We appreciate the special working environment of a focused investment boutique. We all share passion for capital markets and quantitative models.
We take time for dialogue and are personal contacts and knowledge providers for our investors.
At ansa, we are confident that the future of investments will be shaped by two significant ongoing developments:
- the rapidly growing integration of innovative data science technologies
- a deeper understanding by investors that the fundamental integration of ESG considerations leads to better informed investment decisions, positive contributions beyond pure investment outcomes, and a more holistic approach to finance.
Our guideline for sustainable investing provides you with more detailed information.
As a company, we are committed to ensuring that all our investment funds are classified as Article 8 funds in accordance with the European Union’s Sustainable Finance Disclosure Rules (SFDR).
Today, both our Multi Asset Investment Fund, managed by ansa since 2014, and our Absolute Return Fund, introduced to the market in the second half of 2022, are classified as Article 8 funds.
Regarding assets managed in separate accounts, we discuss with our clients how sustainable investment approaches can be implemented considering their investment constraints and objectives, and we implement an explicit ESG strategy.
Als Unterstützer von Advance erkennen wir das Potenzial und die Effizienz einer gemeinschaftlichen Stewardship-Initiative an, die die Geschäftspraktiken im Bereich der Menschenrechte verbessert und die Risiken für Investitionen reduziert.
Support and leadership from senior investment professionals with diverse skills and experience
Heinz Hilgert – chairman
Heinz Hilgert is Principal of TransVise GmbH. TransVise was founded by him in 2009 and acts as an international Business Consultat and Senior Advisor and supports clients in designing and executing marketing strategies in the German financial industry covering a broad range of topics. He previously held positions as Deputy CEO of DZ Bank AG and as CEO of WestLB AG. During this time he fulfilled a variety of supervisory board mandates, inter alia, in the Union Asset Management Holding AG, the R + V Insurance AG and the Team Bank. He currently accompanies the Data Group AG in this function and is Chairman of GFKL Lowell group.
Since joining the BMW Group Norbert-Otto Mayer has held a number of senior positions and has managed a wide range of business activities in financial market risk management, including cash management and currency risk. In 2010 Mr. Mayer was appointed Senior Vice President Finance and Group Treasurer, overseeing Corporate Finance, Asset Management, Pensions, Investor Relations and Treasury Centres in Asia Pacific, the US and Europe. In total his asset management responsibility amounts to approx. € 20 Bn. Before joinging the BMW Group in 1984 he worked for Bayerische Vereinsbank and Dresdner Bank.
Jürgen Olbermann was for 20 years responsible as managing director in various FERI companies for the institutional client business of the asset management group. Since 2010 he has been a member of the Supervisory Board of the Inter Insurance Group in Mannheim. Prior to joining FERI, he worked for 10 years as Managing Director and Supervisory Board member (EI Euroinvest) at LGT Germany Group.
We follow a long-term systematic global macro strategy. The investment universe consists of global equities (0-100%), global government bonds (0-200%), commodities (0-30%) and currencies (-20% to +20%). Investment in each market is made with listed equity and government bond futures and ETCs. Asset allocation is derived from the macroeconomic environment via a quantitative model and is complemented by active risk management. The adaptive target risk approach controls the investment level without changing the optimal asset allocation.
The fund employs a total return strategy with the objective to generate a long-term high appreciation in Euro taking into account the investment risk. Its global macro strategy uses quantitative methods to diversify across all key global equities, bond and commodities markets, while taking their individual risk contributions into account. The active management of the strategy is based only on the investment objectives and is not constrained by a benchmark.
www.ansa-derfonds.de – the fund concept explained interactively in 10 steps