LeanVal Asset Management AG (LVAM AG) was originally founded in 1991 as Conservative Concept Portfolio Management AG (CCPM) and developed into an established provider of alternative option-based volatility strategies as well as multi-asset strategies in the DACH region.
LVAM is part of the LeanVal Group, a bank-independent financial services provider for professional and institutional investors. Both the derivatives know-how of LVAM and expertise of LeanVal Research in fundamental analysis are incorporated into the investment strategies.
We differ from the large investment firms in terms of flexibility, individuality and continuity. We attach great importance to long-term customer relationships characterized by transparent communication and trust. The financial portfolio manager LVAM offers its institutional clients an individualized advisory and support approach tailored to their needs.
PHILOSOPHY AND APPROACH
Combination of alternative and traditional sources of return
We combine alternative and traditional sources of return to offer investment solutions for every market environment and tailor them specifically to the individual needs of each client group.
Sustainability in corporate strategy forms the basis for long-term economic success and thus represents a key investment criterion for long-term investors. LVAM AG has been a convinced signatory of the PRI initiative since 2013.