Last NAV, as of 20.01.2017
- Gutzwiller ONE
- USD 312.50*
- Monthly Fact Sheet
- KIID (EN)
- Prospectus, fund contract (EN)
- Prospectus, fund contract (FR)
- Prospectus, fund contract (DE)
- Semi-annual report
- Annual report
Gutzwiller ONE (USD) - US Equities Long Only
The fundamental investment objective of the fund is to provide significant long-term capital appreciation by investing primarily in a well-diversified portfolio of quality U.S. common stock at discounted value.
The investment approach is based on a pure bottom-up fundamental research. The Portfolio can invest in large, medium and small cap stocks.
To achieve the fund's investment objectives, team actively seeks stocks of established companies that it believes the market has undervalued. Management utilizes a highly disciplined, bottom-up, value-oriented approach to look for growing companies at discounted or reasonable valuation.
It combines "value investing" with "non consensus thinking".
Today the fund is mainly invested in blue chip companies with global operations.
The investment policy pursues the principle of risk diversification and aims to achieve a long term out performance in comparison to the S&P 500 Total Return Index.
- Long track record
- Quality Investment Focus
- Concentrated portfolio of the most US established companies with strong diversification within business operations
- High Focus on profitability, and growth potential at reasonable valuation
- Management act as investor and not speculator
- Low turnover
SAUREN - Golden Awards 2014
Gutzwiller Fonds Management & the flagship Gutzwiller ONE won two Gold Medals for Excellent Fund Management, in the category US Equity USA at the Sauren Golden Awards in Frankfurt, Germany, held on 11th September 2014. Only the most promising fund managers received awards among a multitude of fund managers assessed in personal interviews. The Sauren Golden Award is a distinction which highlights noteworthy management achievements.
Two gold Medals: "Excellent Fund Management" The fund manager demonstrates a very high level of quality, both in terms of his investment philosophy and investment process. The manager made a convincing impression in personal interviews. There is a very good chance that funds managed by the manager will achieve strong performance in the long term.