BANTLEON

BANTLEON is a specialist in business cycle-based asset management with a focus on capital preservation combined with attractive returns, as well as a provider of top-notch master KVG services. Founded in 1991 and headquartered in Germany, the company boasts a team of experienced portfolio managers, quantitative analysts, and some of the world's best business cycle analysts. Managing approximately €24 billion in retail and special funds (AuM) and overseeing around €38 billion in total assets under administration (AuA), BANTLEON caters to a diverse client base including insurance companies, industrial enterprises, pension institutions, banks, savings banks, family offices, and various distribution partners from the German-speaking region, Italy, and Spain. BANTLEON's core competency lies in identifying and evaluating all risk factors in the global bond and equity markets, along with their business cycle-strategic management. The company's active solutions range from high-quality bond and equity portfolios to dynamic multi-asset strategies and market-independent alternative sources of income. Additionally, BANTLEON has extensive expertise in passively replicating global stock indices. Many of BANTLEON's investment funds comply with Article 8+ or Article 9 and are FNG-certified. Notably, the company's team invests a significant portion of their own assets in the "BANTLEON strategies," reflecting their conviction. In the realm of master KVG services, BANTLEON goes beyond the administrative function of a service KVG for special assets by managing selected sub-funds. Its flexibility in meeting individual customer requirements positions it to achieve time and quality advantages over larger companies. With more than 140 employees in Germany and Switzerland, BANTLEON remains committed to delivering conviction-led investment decisions while prioritizing risk-adjusted returns.