Fields of Expertise
Focus on active bond management
Credit and duration management is the core of Bantleon, with a focus on detailed debtor analysis and active maturity management in a variety of bond segments. The result is an active bond portfolio that can be customised in every detail.
Equity investments driven by structural shifts
Our stock selection is geared to value, with particular attention paid to each stock’s future prospects and the stability of the portfolio as a whole. Our approach centres on global structural shifts and the key factors influencing them.
Outstanding economic research: leading financial news providers regularly confirm that Bantleon’s analysts rank among the world’s best forecasters. Their macroeconomic analysis and models form the basis for our entire equity management and bond management operations.
The »Bantleon Quant Lab« collates quantitative and economic analysis in an innovative way to enable active portfolio management, optimised portfolio construction and rigorous risk management.
Based in Switzerland and Germany, Bantleon specialises in institutional investments with a focus on capital preservation. The team behind this process comprises some of the world’s best macroeconomic analysts, experienced equity and bond managers and leading scientists from the technology sector. Investors in its mutual funds and segregated accounts include primarily banks, insurers, industrial companies and pension providers, with security-oriented private investors also represented. In total, Bantleon’s 49 staff manage EUR 5.8 billion (CHF 6.5 billion) for clients in Switzerland, Germany, Austria, Spain, Italy, and elsewhere.