Shareholder Value Management AG Email Format
Investment ManagementHesse, Germany11-50 Employees
Shareholder Value Management AG is a manager-owned investment management firm based in Frankfurt, Hesse. It advises several funds and mandates with a total volume of about EUR 2.0 billion under the liability umbrella of NFS Netfonds Financial Service GmbH, including the Frankfurter Aktienfonds für Stiftungen, Frankfurter Stiftungsfonds, Frankfurter Value Focus Fund, and PRIMA – Globale Werte. The company also administers Share Value Stiftung, a non-profit foundation, and Shareholder Value Beteiligungen AG. Its investment approach targets undervalued companies led by business owners and supported by economic moats, aiming to reduce risk while preserving and growing capital. The firm relies on a disciplined, long-standing process dating back to the 1980s and employs hedging and derivative strategies to manage risk and return, informed by market indicators and behavioral finance elements. Its client base comprises institutional investors—foundations, pension funds, insurance companies—as well as private investors.